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Lee Financial’s United Rentals URI Stock Holding History

Lee Financial’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
Q1 		– Sell
-8
Closed -$4.59K – 785
2023
Q4 		$4.59K Hold
8
– – ﹤0.01% 562
2023
Q3 		$3.56K Hold
8
– – ﹤0.01% 571
2023
Q2 		$3.56K Hold
8
– – ﹤0.01% 557
2023
Q1 		$3.17K Hold
8
– – ﹤0.01% 587
2022
Q4 		$2.84K Sell
8
-37
-82% -$12.2K ﹤0.01% 630
2022
Q3 		$12K Buy
45
+30
+200% +$8.73K ﹤0.01% 412
2022
Q2 		$4K Sell
15
-7
-32% -$2.06K ﹤0.01% 601
2022
Q1 		$8K Sell
22
-8
-27% -$2.61K ﹤0.01% 474
2021
Q4 		$10K Sell
30
-13
-30% -$4.63K ﹤0.01% 504
2021
Q3 		$15K Buy
43
+7
+19% +$2.35K ﹤0.01% 375
2021
Q2 		$11K Buy
+36
New +$11.6K ﹤0.01% 398

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

Lee Financial's URI Position: Q1 2024 in Review

Lee Financial sold out of United Rentals (URI) in Q1 2024, closing a stake of 8 shares — an estimated $4.59K sold.

Lee Financial first reported a position in URI in Q2 2021 and held it in 11 quarters. The position peaked at $15K in Q3 2021. 1,181 funds tracked by Wall St. Rank hold URI as of Q1 2024.

  • Lee Financial reported no remaining United Rentals position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 8 United Rentals shares in Q1 2024, an estimated $4.59K.
  • Lee Financial first reported a position in United Rentals in Q2 2021 and held it in 11 quarters.
  • Lee Financial's United Rentals position peaked at $15K in Q3 2021.
  • 1,181 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.