Lavaca Capital’s United Rentals URI Stock Holding History

Lavaca 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
2023 Q3	–	Sell	-1,000	Closed	-$445K	–	155
2023 Q2	$445K	Buy	1,000 +200	+25%	+$74.1K	0.13%	112
2023 Q1	$353K	Buy	+800	New	+$336K	0.07%	150
2021 Q3	–	Sell	-9,000	Closed	-$2.87M	–	163
2021 Q2	$2.87M	Buy	+9,000	New	+$2.91M	0.29%	23
2019 Q1	–	Sell	-100	Closed	-$10K	–	415
2018 Q4	$10K	Buy	+100	New	+$12K	0.01%	240

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lavaca Capital's URI Position: Q3 2023 in Review

Lavaca Capital sold out of United Rentals (URI) in Q3 2023, closing a stake of 1,000 shares — an estimated $445K sold.

Lavaca Capital first reported a position in URI in Q4 2018 and held it in 4 quarters. The position peaked at $2.87M in Q2 2021. 987 funds tracked by Wall St. Rank hold URI as of Q3 2023.

Lavaca Capital reported no remaining United Rentals position as of Q3 2023 after selling out during the quarter.
Lavaca Capital sold 1,000 United Rentals shares in Q3 2023, an estimated $445K.
Lavaca Capital first reported a position in United Rentals in Q4 2018 and held it in 4 quarters.
Lavaca Capital's United Rentals position peaked at $2.87M in Q2 2021.
987 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Lavaca Capital's 13F filing for Q3 2023, filed 13 Nov 2023.