LCGC
URI icon

Legacy Capital Group California’s United Rentals URI Stock Holding History

Legacy Capital Group 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
2024
Q3 		– Sell
-828
Closed -$535K – 352
2024
Q2 		$535K Buy
+828
New +$550K 0.19% 155

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 $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Capital Group California's URI Position: Q3 2024 in Review

Legacy Capital Group California sold out of United Rentals (URI) in Q3 2024, closing a stake of 828 shares — an estimated $535K sold.

Legacy Capital Group California first reported a position in URI in Q2 2024 and held it in 1 quarter. The position peaked at $535K in Q2 2024. 1,237 funds tracked by Wall St. Rank hold URI as of Q3 2024.

  • Legacy Capital Group California reported no remaining United Rentals position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 828 United Rentals shares in Q3 2024, an estimated $535K.
  • Legacy Capital Group California first reported a position in United Rentals in Q2 2024 and held it in 1 quarter.
  • Legacy Capital Group California's United Rentals position peaked at $535K in Q2 2024.
  • 1,237 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.