HeadInvest LLC’s United Rentals URI Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-200	Closed	-$87.5K	–	669
2023 Q3	$87.5K	Buy	+200	New	+$91.5K	0.02%	294

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HeadInvest LLC's URI Position: Q4 2023 in Review

HeadInvest LLC sold out of United Rentals (URI) in Q4 2023, closing a stake of 200 shares — an estimated $87.5K sold.

HeadInvest LLC first reported a position in URI in Q3 2023 and held it in 1 quarter. The position peaked at $87.5K in Q3 2023. 1,079 funds tracked by Wall St. Rank hold URI as of Q4 2023.

HeadInvest LLC reported no remaining United Rentals position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 200 United Rentals shares in Q4 2023, an estimated $87.5K.
HeadInvest LLC first reported a position in United Rentals in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's United Rentals position peaked at $87.5K in Q3 2023.
1,079 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.