Lincoln National Corp’s United Rentals URI Stock Holding History

Lincoln National Corp’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 Q4	–	Sell	-514	Closed	-$229K	–	1131
2023 Q3	$229K	Buy	514 +1	+0.2%	+$458	﹤0.01%	902
2023 Q2	$229K	Buy	+513	New	+$190K	﹤0.01%	909
2022 Q2	–	Sell	-1,394	Closed	-$495K	–	951
2022 Q1	$495K	Buy	1,394 +59	+4%	+$19.3K	0.01%	525
2021 Q4	$444K	Hold	1,335	–	–	0.01%	561
2021 Q3	$468K	Sell	1,335 -305	-19%	-$102K	0.01%	528
2021 Q2	$523K	Sell	1,640 -9	-0.5%	-$2.91K	0.01%	479
2021 Q1	$543K	Buy	1,649 +94	+6%	+$26.6K	0.01%	446
2020 Q4	$360K	Sell	1,555 -80	-5%	-$16.9K	0.01%	522
2020 Q3	$285K	Hold	1,635	–	–	0.01%	523
2020 Q2	$244K	Sell	1,635 -770	-32%	-$97.7K	0.01%	547
2020 Q1	$247K	Buy	2,405 +500	+26%	+$66.3K	0.01%	489
2019 Q4	$318K	Buy	+1,905	New	+$277K	0.01%	483
2018 Q4	–	Sell	-1,221	Closed	-$200K	–	522
2018 Q3	$200K	Buy	+1,221	New	+$190K	0.01%	454
2018 Q2	–	Sell	-1,782	Closed	-$308K	–	531
2018 Q1	$308K	Buy	+1,782	New	+$316K	0.01%	366

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lincoln National Corp's URI Position: Q4 2023 in Review

Lincoln National Corp sold out of United Rentals (URI) in Q4 2023, closing a stake of 514 shares — an estimated $229K sold.

Lincoln National Corp first reported a position in URI in Q1 2018 and held it in 14 quarters. The position peaked at $543K in Q1 2021. 1,079 funds tracked by Wall St. Rank hold URI as of Q4 2023.

Lincoln National Corp reported no remaining United Rentals position as of Q4 2023 after selling out during the quarter.
Lincoln National Corp sold 514 United Rentals shares in Q4 2023, an estimated $229K.
Lincoln National Corp first reported a position in United Rentals in Q1 2018 and held it in 14 quarters.
Lincoln National Corp's United Rentals position peaked at $543K in Q1 2021.
1,079 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on Lincoln National Corp's 13F filing for Q4 2023, filed 6 Feb 2024.