HighTower Trust’s United Rentals URI Stock Holding History

HighTower Trust’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 Q3	–	Sell	-34,267	Closed	-$17.8M	–	316
2022 Q2	$17.8M	Buy	+34,267	New	+$10.1M	1.87%	6
2022 Q1	–	Sell	-660	Closed	-$219K	–	238
2021 Q4	$219K	Buy	+660	New	+$235K	0.02%	216

Other funds holding URI

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HighTower Trust's URI Position: Q3 2022 in Review

HighTower Trust sold out of United Rentals (URI) in Q3 2022, closing a stake of 34,267 shares — an estimated $17.8M sold.

HighTower Trust first reported a position in URI in Q4 2021 and held it in 2 quarters. The position peaked at $17.8M in Q2 2022. 851 funds tracked by Wall St. Rank hold URI as of Q3 2022.

HighTower Trust reported no remaining United Rentals position as of Q3 2022 after selling out during the quarter.
HighTower Trust sold 34,267 United Rentals shares in Q3 2022, an estimated $17.8M.
HighTower Trust first reported a position in United Rentals in Q4 2021 and held it in 2 quarters.
HighTower Trust's United Rentals position peaked at $17.8M in Q2 2022.
851 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on HighTower Trust's 13F filing for Q3 2022, filed 7 Oct 2022.