KB Financial Partners’s United Rentals URI Stock Holding History

KB Financial Partners’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 Q3	$51K	Hold	115	–	–	0.01%	254
2023 Q2	$51K	Sell	115 -25	-18%	-$9.27K	0.01%	267
2023 Q1	$55K	Buy	140 +23	+20%	+$9.66K	0.02%	250
2022 Q4	$42K	Sell	117 -9	-7%	-$2.96K	0.01%	277
2022 Q3	$34K	Buy	126 +9	+8%	+$2.62K	0.01%	283
2022 Q2	$28K	Sell	117 -4	-3%	-$1.18K	0.01%	306
2022 Q1	$43K	Sell	121 -2	-2%	-$653	0.01%	283
2021 Q4	$41K	Buy	+123	New	+$43.9K	0.01%	310
2021 Q3	–	Sell	-130	Closed	-$41K	–	543
2021 Q2	$41K	Hold	130	–	–	0.02%	280
2021 Q1	$43K	Buy	+130	New	+$36.8K	0.02%	282

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

KB Financial Partners's URI Position: Q3 2023 in Review

KB Financial Partners held its United Rentals (URI) position steady in Q3 2023 at 115 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #254.

KB Financial Partners first reported a position in URI in Q1 2021 and has held it in 10 quarters since. The position peaked at $55K in Q1 2023. 985 funds tracked by Wall St. Rank hold URI as of Q3 2023.

KB Financial Partners held 115 shares of United Rentals worth $51K as of Q3 2023.
KB Financial Partners left its United Rentals share count unchanged in Q3 2023.
United Rentals made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #254 holding.
KB Financial Partners first reported a position in United Rentals in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's United Rentals position peaked at $55K in Q1 2023.
985 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.