Heritage Wealth Management (Arizona)’s United Rentals URI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$4.98K	Buy	+14	New	+$4.6K	﹤0.01%	884

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s URI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in United Rentals (URI) in Q4 2022: 14 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings.

940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

Heritage Wealth Management (Arizona) held 14 shares of United Rentals worth $4.98K as of Q4 2022.
United Rentals was a new Heritage Wealth Management (Arizona) position in Q4 2022.
United Rentals made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #884 holding.
940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.