Kaizen Financial Strategies’s United Rentals URI Stock Holding History

Kaizen Financial Strategies’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
2023 Q1	–	Sell	-2,009	Closed	-$788K	–	124
2022 Q4	$788K	Sell	2,009 -400	-17%	-$131K	0.78%	35
2022 Q3	$651K	Buy	2,409 +186	+8%	+$54.1K	0.66%	39
2022 Q2	$540K	Sell	2,223 -70	-3%	-$20.6K	0.53%	48
2022 Q1	$814K	Sell	2,293 -386	-14%	-$126K	0.64%	36
2021 Q4	$890K	Sell	2,679 -766	-22%	-$273K	0.67%	42
2021 Q3	$1.21M	Buy	+3,445	New	+$1.16M	0.97%	24
2021 Q1	$724K	Buy	+2,200	New	+$623K	0.69%	46

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

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

Kaizen Financial Strategies's URI Position: Q1 2023 in Review

Kaizen Financial Strategies sold out of United Rentals (URI) in Q1 2023, closing a stake of 2,009 shares — an estimated $788K sold.

Kaizen Financial Strategies first reported a position in URI in Q1 2021 and held it in 7 quarters. The position peaked at $1.21M in Q3 2021. 983 funds tracked by Wall St. Rank hold URI as of Q1 2023.

Kaizen Financial Strategies reported no remaining United Rentals position as of Q1 2023 after selling out during the quarter.
Kaizen Financial Strategies sold 2,009 United Rentals shares in Q1 2023, an estimated $788K.
Kaizen Financial Strategies first reported a position in United Rentals in Q1 2021 and held it in 7 quarters.
Kaizen Financial Strategies's United Rentals position peaked at $1.21M in Q3 2021.
983 funds tracked by Wall St. Rank held United Rentals as of Q1 2023.

Based on Kaizen Financial Strategies's 13F filing for Q1 2023, filed 11 May 2023.