Janiczek Wealth Management’s United Rentals URI Stock Holding History

Janiczek 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	$2.59K	Hold	4	–	–	﹤0.01%	825
2024 Q1	$2.88K	Hold	4	–	–	﹤0.01%	830
2023 Q4	$2.29K	Hold	4	–	–	﹤0.01%	839
2023 Q3	$1.78K	Buy	+4	New	+$1.83K	﹤0.01%	851
2022 Q4	–	Sell	-1	Closed	–	–	1077
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1058
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1074
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1075
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1098
2021 Q3	$0	Buy	+1	New	+$336	﹤0.01%	1035

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

Janiczek Wealth Management's URI Position: Q2 2024 in Review

Janiczek Wealth Management held its United Rentals (URI) position steady in Q2 2024 at 4 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Janiczek Wealth Management first reported a position in URI in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.88K in Q1 2024. 1,173 funds tracked by Wall St. Rank hold URI as of Q2 2024.

Janiczek Wealth Management held 4 shares of United Rentals worth $2.59K as of Q2 2024.
Janiczek Wealth Management left its United Rentals share count unchanged in Q2 2024.
United Rentals made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #825 holding.
Janiczek Wealth Management first reported a position in United Rentals in Q3 2021 and has held it in 9 quarters since.
Janiczek Wealth Management's United Rentals position peaked at $2.88K in Q1 2024.
1,173 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.