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Laidlaw Wealth Management’s United Rentals URI Stock Holding History

Laidlaw Wealth 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
2024
Q2 		– Sell
-345
Closed -$249K – 188
2024
Q1 		$249K Sell
345
-1,824
-84% -$1.17M 0.14% 151
2023
Q4 		$1.24M Sell
2,169
-11
-0.5% -$5.19K 0.45% 67
2023
Q3 		$969K Sell
2,180
-32
-1% -$14.6K 0.32% 88
2023
Q2 		$985K Sell
2,212
-48
-2% -$17.8K 0.19% 125
2023
Q1 		$894K Sell
2,260
-25
-1% -$10.5K 0.18% 132
2022
Q4 		$812K Buy
+2,285
New +$751K 0.17% 146
2022
Q3 		– Sell
-2,267
Closed -$551K – 372
2022
Q2 		$551K Buy
2,267
+14
+0.6% +$4.12K 0.11% 186
2022
Q1 		$800K Buy
2,253
+157
+7% +$51.3K 0.13% 158
2021
Q4 		$696K Buy
+2,096
New +$747K 0.11% 181
2021
Q1 		– Sell
-2,023
Closed -$469K – 355
2020
Q4 		$469K Sell
2,023
-34
-2% -$7.18K 0.1% 197
2020
Q3 		$359K Buy
2,057
+70
+4% +$11.8K 0.16% 132
2020
Q2 		$296K Buy
+1,987
New +$252K 0.15% 134
2020
Q1 		– Sell
-1,605
Closed -$268K – 172
2019
Q4 		$268K Buy
+1,605
New +$233K 0.17% 134

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laidlaw Wealth Management's URI Position: Q2 2024 in Review

Laidlaw Wealth Management sold out of United Rentals (URI) in Q2 2024, closing a stake of 345 shares — an estimated $249K sold.

Laidlaw Wealth Management first reported a position in URI in Q4 2019 and held it in 13 quarters. The position peaked at $1.24M in Q4 2023. 1,175 funds tracked by Wall St. Rank hold URI as of Q2 2024.

  • Laidlaw Wealth Management reported no remaining United Rentals position as of Q2 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 345 United Rentals shares in Q2 2024, an estimated $249K.
  • Laidlaw Wealth Management first reported a position in United Rentals in Q4 2019 and held it in 13 quarters.
  • Laidlaw Wealth Management's United Rentals position peaked at $1.24M in Q4 2023.
  • 1,175 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on Laidlaw Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.