Intersect Capital’s United Rentals URI Stock Holding History

Intersect Capital’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 Q2	$319K	Sell	1,312 -1,023	-44%	-$301K	0.1%	221
2022 Q1	$829K	Sell	2,335 -318	-12%	-$104K	0.16%	130
2021 Q4	$882K	Buy	2,653 +26	+1%	+$9.27K	0.16%	116
2021 Q3	$922K	Sell	2,627 -2	-0.1%	-$671	0.16%	112
2021 Q2	$839K	Buy	2,629 +371	+16%	+$120K	0.15%	117
2021 Q1	$744K	Buy	2,258 +198	+10%	+$56.1K	0.15%	114
2020 Q4	$478K	Buy	2,060 +524	+34%	+$111K	0.11%	145
2020 Q3	$268K	Buy	+1,536	New	+$258K	0.07%	180

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

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

Norges Bank Oslo, Norway $1T AUM

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Intersect Capital's URI Position: Q2 2022 in Review

Intersect Capital reduced its United Rentals (URI) stake by 44% in Q2 2022, selling an estimated $301K and leaving 1,312 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #221.

Intersect Capital first reported a position in URI in Q3 2020 and has held it in 8 quarters since. The position peaked at $922K in Q3 2021. 824 funds tracked by Wall St. Rank hold URI as of Q2 2022.

Intersect Capital held 1,312 shares of United Rentals worth $319K as of Q2 2022.
Intersect Capital sold 1,023 United Rentals shares in Q2 2022, an estimated $301K.
United Rentals made up 0.1% of Intersect Capital's portfolio in Q2 2022, its #221 holding.
Intersect Capital first reported a position in United Rentals in Q3 2020 and has held it in 8 quarters since.
Intersect Capital's United Rentals position peaked at $922K in Q3 2021.
824 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.