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High Net Worth Advisory Group’s United Rentals URI Stock Holding History

High Net Worth Advisory Group’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 		– Sell
-184
Closed -$50K – 693
2022
Q3 		$50K Hold
184
– – 0.02% 327
2022
Q2 		$45K Hold
184
– – 0.02% 340
2022
Q1 		$65K Buy
+184
New +$60.1K 0.02% 309

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

High Net Worth Advisory Group's URI Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of United Rentals (URI) in Q4 2022, closing a stake of 184 shares — an estimated $50K sold.

High Net Worth Advisory Group first reported a position in URI in Q1 2022 and held it in 3 quarters. The position peaked at $65K in Q1 2022. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining United Rentals position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 184 United Rentals shares in Q4 2022, an estimated $50K.
  • High Net Worth Advisory Group first reported a position in United Rentals in Q1 2022 and held it in 3 quarters.
  • High Net Worth Advisory Group's United Rentals position peaked at $65K in Q1 2022.
  • 940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.