Institutional & Family Asset Management’s United Rentals URI Stock Holding History

Institutional & Family Asset 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
2022 Q3	–	Sell	-24	Closed	-$6K	–	781
2022 Q2	$6K	Hold	24	–	–	﹤0.01%	475
2022 Q1	$9K	Buy	+24	New	+$7.84K	﹤0.01%	461
2019 Q1	–	Sell	-654	Closed	-$67K	–	878
2018 Q4	$67K	Hold	654	–	–	0.02%	283
2018 Q3	$107K	Buy	+654	New	+$102K	0.02%	253

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 $3.38T AUM 44.17% 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

Institutional & Family Asset Management's URI Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of United Rentals (URI) in Q3 2022, closing a stake of 24 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in URI in Q3 2018 and held it in 4 quarters. The position peaked at $107K in Q3 2018. 851 funds tracked by Wall St. Rank hold URI as of Q3 2022.

Institutional & Family Asset Management reported no remaining United Rentals position as of Q3 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 24 United Rentals shares in Q3 2022, an estimated $6K.
Institutional & Family Asset Management first reported a position in United Rentals in Q3 2018 and held it in 4 quarters.
Institutional & Family Asset Management's United Rentals position peaked at $107K in Q3 2018.
851 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.