Jacobs Levy Equity Management’s United Rentals URI Stock Holding History

Jacobs Levy Equity 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	-863	Closed	-$210K	–	1176
2022 Q2	$210K	Buy	+863	New	+$254K	﹤0.01%	956
2018 Q2	–	Sell	-22,484	Closed	-$3.88M	–	1108
2018 Q1	$3.88M	Buy	+22,484	New	+$3.99M	0.06%	328
2014 Q4	–	Sell	-19,733	Closed	-$2.19M	–	914
2014 Q3	$2.19M	Sell	19,733 -57,457	-74%	-$6.46M	0.04%	376
2014 Q2	$8.08M	Buy	77,190 +45,490	+144%	+$4.45M	0.13%	203
2014 Q1	$3.01M	Buy	+31,700	New	+$2.69M	0.05%	330

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

Jacobs Levy Equity Management's URI Position: Q3 2022 in Review

Jacobs Levy Equity Management sold out of United Rentals (URI) in Q3 2022, closing a stake of 863 shares — an estimated $210K sold.

Jacobs Levy Equity Management first reported a position in URI in Q1 2014 and held it in 5 quarters. The position peaked at $8.08M in Q2 2014. 851 funds tracked by Wall St. Rank hold URI as of Q3 2022.

Jacobs Levy Equity Management reported no remaining United Rentals position as of Q3 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 863 United Rentals shares in Q3 2022, an estimated $210K.
Jacobs Levy Equity Management first reported a position in United Rentals in Q1 2014 and held it in 5 quarters.
Jacobs Levy Equity Management's United Rentals position peaked at $8.08M in Q2 2014.
851 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2022, filed 15 Nov 2022.