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Kingfisher Capital’s United Rentals URI Stock Holding History

Kingfisher Capital’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
2024
Q3 		$6.69M Sell
8,261
-442
-5% -$318K 1.53% 18
2024
Q2 		$5.63M Sell
8,703
-96
-1% -$63.8K 1.32% 22
2024
Q1 		$6.34M Sell
8,799
-140
-2% -$89.8K 1.53% 19
2023
Q4 		$5.13M Sell
8,939
-373
-4% -$176K 1.33% 23
2023
Q3 		$4.14M Buy
9,312
+55
+0.6% +$25.2K 1.13% 32
2023
Q2 		$4.12M Buy
9,257
+51
+0.6% +$18.9K 1.07% 35
2023
Q1 		$3.64M Buy
9,206
+58
+0.6% +$24.4K 0.96% 39
2022
Q4 		$3.25M Buy
9,148
+301
+3% +$98.9K 0.86% 43
2022
Q3 		$2.39M Buy
8,847
+299
+3% +$87K 0.66% 52
2022
Q2 		$2.08M Buy
+8,548
New +$2.52M 0.59% 62

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kingfisher Capital's URI Position: Q3 2024 in Review

Kingfisher Capital reduced its United Rentals (URI) stake by 5.1% in Q3 2024, selling an estimated $318K and leaving 8,261 shares worth $6.69M. The position accounts for 1.53% of the portfolio, ranked #18.

Kingfisher Capital first reported a position in URI in Q2 2022 and has held it in 10 quarters since. 1,237 funds tracked by Wall St. Rank hold URI as of Q3 2024.

  • Kingfisher Capital held 8,261 shares of United Rentals worth $6.69M as of Q3 2024.
  • Kingfisher Capital sold 442 United Rentals shares in Q3 2024, an estimated $318K.
  • United Rentals made up 1.53% of Kingfisher Capital's portfolio in Q3 2024, its #18 holding.
  • Kingfisher Capital first reported a position in United Rentals in Q2 2022 and has held it in 10 quarters since.
  • 1,237 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.