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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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return