HoyleCohen’s United Rentals URI Stock Holding History

HoyleCohen’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
2024 Q2	$742K	Sell	1,148 -15	-1%	-$9.97K	0.06%	157
2024 Q1	$838K	Hold	1,163	–	–	0.06%	159
2023 Q4	$667K	Buy	1,163 +16	+1%	+$7.55K	0.05%	175
2023 Q3	$510K	Hold	1,147	–	–	0.05%	178
2023 Q2	$511K	Hold	1,147	–	–	0.05%	187
2023 Q1	$454K	Hold	1,147	–	–	0.04%	189
2022 Q4	$408K	Sell	1,147 -13	-1%	-$4.27K	0.04%	199
2022 Q3	$313K	Hold	1,160	–	–	0.03%	205
2022 Q2	$282K	Hold	1,160	–	–	0.03%	217
2022 Q1	$412K	Buy	1,160 +93	+9%	+$30.4K	0.04%	199
2021 Q4	$355K	Buy	+1,067	New	+$380K	0.03%	221

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

HoyleCohen's URI Position: Q2 2024 in Review

HoyleCohen reduced its United Rentals (URI) stake by 1.3% in Q2 2024, selling an estimated $9.97K and leaving 1,148 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #157.

HoyleCohen first reported a position in URI in Q4 2021 and has held it in 11 quarters since. The position peaked at $838K in Q1 2024. 1,173 funds tracked by Wall St. Rank hold URI as of Q2 2024.

HoyleCohen held 1,148 shares of United Rentals worth $742K as of Q2 2024.
HoyleCohen sold 15 United Rentals shares in Q2 2024, an estimated $9.97K.
United Rentals made up 0.06% of HoyleCohen's portfolio in Q2 2024, its #157 holding.
HoyleCohen first reported a position in United Rentals in Q4 2021 and has held it in 11 quarters since.
HoyleCohen's United Rentals position peaked at $838K in Q1 2024.
1,173 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.