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Kathmere Capital Management’s United Rentals URI Stock Holding History

Kathmere Capital 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
Q2 		– Sell
-622
Closed -$221K – 185
2022
Q1 		$221K Buy
622
+2
+0.3% +$653 0.04% 157
2021
Q4 		$206K Sell
620
-49
-7% -$17.5K 0.04% 135
2021
Q3 		$235K Buy
+669
New +$225K 0.04% 132
2021
Q2 		– Sell
-620
Closed -$204K – 134
2021
Q1 		$204K Hold
620
– – 0.04% 130
2020
Q4 		$144K Hold
620
– – 0.03% 161
2020
Q3 		$108K Buy
+620
New +$104K 0.03% 171

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LAM
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Kathmere Capital Management's URI Position: Q2 2022 in Review

Kathmere Capital Management sold out of United Rentals (URI) in Q2 2022, closing a stake of 622 shares — an estimated $221K sold.

Kathmere Capital Management first reported a position in URI in Q3 2020 and held it in 6 quarters. The position peaked at $235K in Q3 2021. 825 funds tracked by Wall St. Rank hold URI as of Q2 2022.

  • Kathmere Capital Management reported no remaining United Rentals position as of Q2 2022 after selling out during the quarter.
  • Kathmere Capital Management sold 622 United Rentals shares in Q2 2022, an estimated $221K.
  • Kathmere Capital Management first reported a position in United Rentals in Q3 2020 and held it in 6 quarters.
  • Kathmere Capital Management's United Rentals position peaked at $235K in Q3 2021.
  • 825 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Kathmere Capital Management's 13F filing for Q2 2022, filed 9 Aug 2022.