LGF
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LGT Group Foundation’s United Rentals URI Stock Holding History

LGT Group Foundation’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
Q4 		– Sell
-6,284
Closed -$5M – 300
2024
Q3 		$5M Sell
6,284
-1,761
-22% -$1.27M 0.08% 138
2024
Q2 		$5.2M Sell
8,045
-251
-3% -$167K 0.08% 129
2024
Q1 		$5.98M Buy
8,296
+252
+3% +$162K 0.14% 116
2023
Q4 		$4.65M Buy
8,044
+1,023
+15% +$483K 0.1% 144
2023
Q3 		$3.07M Buy
7,021
+660
+10% +$302K 0.08% 160
2023
Q2 		$2.83M Buy
6,361
+135
+2% +$50K 0.07% 170
2023
Q1 		$2.46M Buy
6,226
+680
+12% +$286K 0.07% 189
2022
Q4 		$1.97M Buy
+5,546
New +$1.82M 0.06% 191

Other funds holding URI

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return