LIWM
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Long Island Wealth Management’s United Rentals URI Stock Holding History

Long Island Wealth Management’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
-23
Closed -$13K – 379
2023
Q4 		$13K Buy
+23
New +$10.8K 0.01% 189

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Long Island Wealth Management's URI Position: Q1 2024 in Review

Long Island Wealth Management sold out of United Rentals (URI) in Q1 2024, closing a stake of 23 shares — an estimated $13K sold.

Long Island Wealth Management first reported a position in URI in Q4 2023 and held it in 1 quarter. The position peaked at $13K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold URI as of Q1 2024.

  • Long Island Wealth Management reported no remaining United Rentals position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 23 United Rentals shares in Q1 2024, an estimated $13K.
  • Long Island Wealth Management first reported a position in United Rentals in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's United Rentals position peaked at $13K in Q4 2023.
  • 1,179 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.