Morris Capital Advisors’s United Rentals URI Stock Holding History

Morris Capital 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
2022 Q3	$3.37M	Sell	12,486 -132	-1%	-$38.4K	3.18%	9
2022 Q2	$3.06M	Buy	12,618 +220	+2%	+$64.7K	2.73%	14
2022 Q1	$4.4M	Sell	12,398 -321	-3%	-$105K	3.42%	8
2021 Q4	$4.23M	Buy	12,719 +48	+0.4%	+$17.1K	3.11%	12
2021 Q3	$4.45M	Sell	12,671 -465	-4%	-$156K	3.5%	8
2021 Q2	$4.19M	Buy	13,136 +194	+1%	+$62.6K	3.17%	7
2021 Q1	$4.26M	Sell	12,942 -333	-3%	-$94.3K	3.46%	7
2020 Q4	$3.08M	Sell	13,275 -1,032	-7%	-$218K	2.53%	14
2020 Q3	$2.5M	Sell	14,307 -968	-6%	-$163K	2.2%	19
2020 Q2	$2.28M	Sell	15,275 -893	-6%	-$113K	2.06%	21
2020 Q1	$1.66M	Sell	16,168 -641	-4%	-$85K	1.78%	22
2019 Q4	$2.8M	Sell	16,809 -695	-4%	-$101K	2.35%	16
2019 Q3	$2.18M	Sell	17,504 -703	-4%	-$85.2K	1.92%	23
2019 Q2	$2.42M	Sell	18,207 -1,626	-8%	-$206K	2.01%	22
2019 Q1	$2.27M	Buy	19,833 +2,041	+11%	+$252K	1.77%	25
2018 Q4	$1.82M	Sell	17,792 -7,351	-29%	-$885K	1.55%	27
2018 Q3	$4.11M	Sell	25,143 -270	-1%	-$42K	2.75%	16
2018 Q2	$3.75M	Buy	+25,413	New	+$4.15M	2.63%	17

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morris Capital Advisors's URI Position: Q3 2022 in Review

Morris Capital Advisors reduced its United Rentals (URI) stake by 1% in Q3 2022, selling an estimated $38.4K and leaving 12,486 shares worth $3.37M. The position accounts for 3.18% of the portfolio, ranked #9.

Morris Capital Advisors first reported a position in URI in Q2 2018 and has held it in 18 quarters since. The position peaked at $4.45M in Q3 2021. 851 funds tracked by Wall St. Rank hold URI as of Q3 2022.

Morris Capital Advisors held 12,486 shares of United Rentals worth $3.37M as of Q3 2022.
Morris Capital Advisors sold 132 United Rentals shares in Q3 2022, an estimated $38.4K.
United Rentals made up 3.18% of Morris Capital Advisors's portfolio in Q3 2022, its #9 holding.
Morris Capital Advisors first reported a position in United Rentals in Q2 2018 and has held it in 18 quarters since.
Morris Capital Advisors's United Rentals position peaked at $4.45M in Q3 2021.
851 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on Morris Capital Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.