Horizon Investment Services’s United Rentals URI Stock Holding History

Horizon Investment 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 Q4	–	Sell	-5,739	Closed	-$2.55M	–	120
2023 Q3	$2.55M	Buy	5,739 +26	+0.5%	+$11.9K	1.53%	22
2023 Q2	$2.54M	Sell	5,713 -1	-0%	-$371	1.55%	22
2023 Q1	$2.26M	Buy	+5,714	New	+$2.4M	1.45%	20
2015 Q3	–	Sell	-61,827	Closed	-$5.42M	–	125
2015 Q2	$5.42M	Buy	61,827 +6,092	+11%	+$583K	2.17%	17
2015 Q1	$5.08M	Buy	55,735 +5,693	+11%	+$512K	2.11%	16
2014 Q4	$5.11M	Buy	50,042 +38	+0.1%	+$4.07K	2.42%	9
2014 Q3	$5.55M	Buy	50,004 +149	+0.3%	+$16.8K	2.81%	3
2014 Q2	$5.22M	Buy	49,855 +1,084	+2%	+$106K	2.54%	5
2014 Q1	$4.58M	Buy	48,771 +6,828	+16%	+$579K	2.5%	5
2013 Q4	$3.27M	Buy	+41,943	New	+$2.81M	1.98%	18

Other funds holding URI

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Horizon Investment Services's URI Position: Q4 2023 in Review

Horizon Investment Services sold out of United Rentals (URI) in Q4 2023, closing a stake of 5,739 shares — an estimated $2.55M sold.

Horizon Investment Services first reported a position in URI in Q4 2013 and held it in 10 quarters. The position peaked at $5.55M in Q3 2014. 1,077 funds tracked by Wall St. Rank hold URI as of Q4 2023.

Horizon Investment Services reported no remaining United Rentals position as of Q4 2023 after selling out during the quarter.
Horizon Investment Services sold 5,739 United Rentals shares in Q4 2023, an estimated $2.55M.
Horizon Investment Services first reported a position in United Rentals in Q4 2013 and held it in 10 quarters.
Horizon Investment Services's United Rentals position peaked at $5.55M in Q3 2014.
1,077 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on Horizon Investment Services's 13F filing for Q4 2023, filed 12 Feb 2024.