JP Morgan Private Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $40.6M | Buy |
+91,400
| New | +$41.8M | 0.12% | 182 |
|
|
2023
Q2 | – | Sell |
-91,963
| Closed | -$36.4M | – | 1898 |
|
|
2023
Q1 | $36.4M | Buy |
91,963
+2,776
| +3% | +$1.17M | 0.08% | 227 |
|
|
2022
Q4 | $31.7M | Sell |
89,187
-1,468
| -2% | -$482K | 0.07% | 241 |
|
|
2022
Q3 | $24.5M | Buy |
90,655
+9,571
| +12% | +$2.79M | 0.06% | 257 |
|
|
2022
Q2 | $19.7M | Sell |
81,084
-913
| -1% | -$269K | 0.05% | 285 |
|
|
2022
Q1 | $29.1M | Buy |
81,997
+4,419
| +6% | +$1.44M | 0.06% | 263 |
|
|
2021
Q4 | $25.8M | Buy |
77,578
+2,071
| +3% | +$738K | 0.06% | 277 |
|
|
2021
Q3 | $26.5M | Sell |
75,507
-1,009
| -1% | -$339K | 0.06% | 266 |
|
|
2021
Q2 | $24.4M | Buy |
76,516
+11,742
| +18% | +$3.79M | 0.06% | 274 |
|
|
2021
Q1 | $21.3M | Buy |
64,774
+1,128
| +2% | +$319K | 0.07% | 258 |
|
|
2020
Q4 | $14.8M | Buy |
63,646
+1,472
| +2% | +$311K | 0.05% | 309 |
|
|
2020
Q3 | $10.8M | Buy |
62,174
+103
| +0.2% | +$17.3K | 0.04% | 315 |
|
|
2020
Q2 | $9.25M | Sell |
62,071
-21,008
| -25% | -$2.67M | 0.04% | 298 |
|
|
2020
Q1 | $8.55M | Sell |
83,079
-13,367
| -14% | -$1.77M | 0.05% | 282 |
|
|
2019
Q4 | $16.1M | Buy |
96,446
+5,263
| +6% | +$764K | 0.07% | 232 |
|
|
2019
Q3 | $11.4M | Buy |
91,183
+9,835
| +12% | +$1.19M | 0.06% | 264 |
|
|
2019
Q2 | $10.8M | Sell |
81,348
-5,960
| -7% | -$757K | 0.06% | 272 |
|
|
2019
Q1 | $9.97M | Buy |
87,308
+57,445
| +192% | +$7.09M | 0.05% | 287 |
|
|
2018
Q4 | $3.06M | Buy |
29,863
+16,669
| +126% | +$2.01M | 0.02% | 472 |
|
|
2018
Q3 | $2.16M | Buy |
13,194
+821
| +7% | +$128K | 0.01% | 610 |
|
|
2018
Q2 | $1.83M | Buy |
12,373
+6,178
| +100% | +$1.01M | 0.01% | 624 |
|
|
2018
Q1 | $1.07M | Sell |
6,195
-84
| -1% | -$14.9K | 0.01% | 637 |
|
|
2017
Q4 | $1.08M | Buy |
6,279
+2,634
| +72% | +$401K | 0.01% | 639 |
|
|
2017
Q3 | $506K | Buy |
3,645
+880
| +32% | +$105K | ﹤0.01% | 838 |
|
|
2017
Q2 | $312K | Sell |
2,765
-42
| -1% | -$4.69K | ﹤0.01% | 1000 |
|
|
2017
Q1 | $351K | Buy |
2,807
+355
| +14% | +$43.2K | ﹤0.01% | 1009 |
|
|
2016
Q4 | $259K | Buy |
+2,452
| New | +$223K | ﹤0.01% | 1064 |
|
|
2016
Q3 | – | Sell |
-3,482
| Closed | -$234K | – | 1273 |
|
|
2016
Q2 | $234K | Buy |
+3,482
| New | +$227K | ﹤0.01% | 1086 |
|
|
2015
Q2 | – | Sell |
-3,038
| Closed | -$277K | – | 1137 |
|
|
2015
Q1 | $277K | Sell |
3,038
-3,198
| -51% | -$287K | ﹤0.01% | 919 |
|
|
2014
Q4 | $637K | Buy |
6,236
+692
| +12% | +$74.2K | 0.01% | 639 |
|
|
2014
Q3 | $617K | Buy |
5,544
+1,684
| +44% | +$189K | 0.01% | 633 |
|
|
2014
Q2 | $404K | Sell |
3,860
-82
| -2% | -$8.02K | 0.01% | 624 |
|
|
2014
Q1 | $375K | Buy |
+3,942
| New | +$334K | 0.01% | 660 |
|
Other funds holding URI
