Jefferies Group’s United Rentals URI Stock Holding History

Jefferies Group’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
2018 Q1	–	Sell	-93,000	Closed	-$16M	–	2734
2017 Q4	$16M	Buy	+93,000	New	+$14.2M	0.08%	183
2015 Q4	–	Sell	-12,900	Closed	-$775K	–	2588
2015 Q3	$775K	Buy	12,900 +5,400	+72%	+$375K	﹤0.01%	1317
2015 Q2	$657K	Buy	+7,500	New	+$718K	﹤0.01%	1431
2013 Q4	–	Sell	-65,000	Closed	-$3.79M	–	2239
2013 Q3	$3.79M	Sell	65,000 -24,900	-28%	-$1.38M	0.04%	393
2013 Q2	$4.49M	Buy	+89,900	New	+$4.78M	0.05%	277

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jefferies Group's URI Position: Q3 2022 in Review

Jefferies Group opened a new position in United Rentals (URI) in Q3 2022: 8,000 shares worth $2.16M. The stake represents 0.02% of the portfolio and ranks #574 among its holdings. This is a return to the name: Jefferies Group previously reported a position in URI as recently as Q4 2019.

Jefferies Group first reported a position in URI in Q2 2013 and has held it in 19 quarters since. The position peaked at $3.43M in Q1 2018. 851 funds tracked by Wall St. Rank hold URI as of Q3 2022.

Jefferies Group held 8,000 shares of United Rentals worth $2.16M as of Q3 2022.
United Rentals was a new Jefferies Group position in Q3 2022.
United Rentals made up 0.02% of Jefferies Group's portfolio in Q3 2022, its #574 holding.
Jefferies Group first reported a position in United Rentals in Q2 2013 and has held it in 19 quarters since.
Jefferies Group's United Rentals position peaked at $3.43M in Q1 2018.
851 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.