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Laurel Wealth Advisors (California)’s United Rentals URI Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$316K Sell
890
-34
-4% -$11.2K 0.03% 494
2022
Q3 		$249K Sell
924
-44
-5% -$12.8K 0.03% 542
2022
Q2 		$235K Buy
+968
New +$285K 0.02% 580

Other funds holding URI

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Laurel Wealth Advisors (California)'s URI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its United Rentals (URI) stake by 3.7% in Q4 2022, selling an estimated $11.2K and leaving 890 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #494.

Laurel Wealth Advisors (California) first reported a position in URI in Q2 2022 and has held it in 3 quarters since. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

  • Laurel Wealth Advisors (California) held 890 shares of United Rentals worth $316K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 34 United Rentals shares in Q4 2022, an estimated $11.2K.
  • United Rentals made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #494 holding.
  • Laurel Wealth Advisors (California) first reported a position in United Rentals in Q2 2022 and has held it in 3 quarters since.
  • 940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.