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ICA Group Wealth Management’s United Rentals URI Stock Holding History

ICA Group Wealth Management’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 		– Sell
-5
Closed -$3.61K – 1306
2024
Q1 		$3.61K Hold
5
– – ﹤0.01% 1090
2023
Q4 		$2.87K Buy
+5
New +$2.36K ﹤0.01% 1130
2023
Q3 		– Sell
-5
Closed -$2.23K – 1171
2023
Q2 		$2.23K Hold
5
– – ﹤0.01% 1114
2023
Q1 		$1.98K Hold
5
– – ﹤0.01% 1087
2022
Q4 		$1.78K Buy
+5
New +$1.64K ﹤0.01% 1123

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ICA Group Wealth Management's URI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of United Rentals (URI) in Q2 2024, closing a stake of 5 shares — an estimated $3.61K sold.

ICA Group Wealth Management first reported a position in URI in Q4 2022 and held it in 5 quarters. The position peaked at $3.61K in Q1 2024. 1,173 funds tracked by Wall St. Rank hold URI as of Q2 2024.

  • ICA Group Wealth Management reported no remaining United Rentals position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 5 United Rentals shares in Q2 2024, an estimated $3.61K.
  • ICA Group Wealth Management first reported a position in United Rentals in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's United Rentals position peaked at $3.61K in Q1 2024.
  • 1,173 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.