LFA
URI icon

Legend Financial Advisors’s United Rentals URI Stock Holding History

Legend Financial Advisors’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
Q2 		– Sell
-5
Closed -$1.98K – 229
2023
Q1 		$1.98K Hold
5
– – ﹤0.01% 209
2022
Q4 		$1.78K Hold
5
– – ﹤0.01% 222
2022
Q3 		$1.35K Buy
+5
New +$1.46K ﹤0.01% 214

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Legend Financial Advisors's URI Position: Q2 2023 in Review

Legend Financial Advisors sold out of United Rentals (URI) in Q2 2023, closing a stake of 5 shares — an estimated $1.98K sold.

Legend Financial Advisors first reported a position in URI in Q3 2022 and held it in 3 quarters. The position peaked at $1.98K in Q1 2023. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

  • Legend Financial Advisors reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 5 United Rentals shares in Q2 2023, an estimated $1.98K.
  • Legend Financial Advisors first reported a position in United Rentals in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's United Rentals position peaked at $1.98K in Q1 2023.
  • 985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.