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Money Concepts Capital’s United Rentals URI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-163
Closed -$57.9K – 2761
2022
Q4 		$57.9K Buy
163
+43
+36% +$14.1K ﹤0.01% 1193
2022
Q3 		$32K Sell
120
-16
-12% -$4.66K ﹤0.01% 812
2022
Q2 		$33K Sell
136
-34
-20% -$10K ﹤0.01% 783
2022
Q1 		$60K Buy
+170
New +$55.5K ﹤0.01% 1168

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Money Concepts Capital's URI Position: Q1 2023 in Review

Money Concepts Capital sold out of United Rentals (URI) in Q1 2023, closing a stake of 163 shares — an estimated $57.9K sold.

Money Concepts Capital first reported a position in URI in Q1 2022 and held it in 4 quarters. The position peaked at $60K in Q1 2022. 983 funds tracked by Wall St. Rank hold URI as of Q1 2023.

  • Money Concepts Capital reported no remaining United Rentals position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 163 United Rentals shares in Q1 2023, an estimated $57.9K.
  • Money Concepts Capital first reported a position in United Rentals in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's United Rentals position peaked at $60K in Q1 2022.
  • 983 funds tracked by Wall St. Rank held United Rentals as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.