HFS
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HBC Financial Services’s United Rentals URI Stock Holding History

HBC Financial Services’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-95
Closed -$36K – 211
2023
Q1 		$36K Hold
95
– – 0.03% 86
2022
Q4 		$34K Sell
95
-60
-39% -$19.7K 0.03% 72
2022
Q3 		$41K Hold
155
– – 0.03% 66
2022
Q2 		$38K Buy
155
+50
+48% +$14.7K 0.03% 72
2022
Q1 		$31K Buy
+105
New +$34.3K 0.02% 77

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Capital Research Global Investors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return