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Mosaic Family Wealth Partners’s United Rentals URI Stock Holding History

Mosaic Family Wealth Partners’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
-595
Closed -$341K – 209
2023
Q4 		$341K Buy
+595
New +$281K 0.06% 131

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Mosaic Family Wealth Partners's URI Position: Q1 2024 in Review

Mosaic Family Wealth Partners sold out of United Rentals (URI) in Q1 2024, closing a stake of 595 shares — an estimated $341K sold.

Mosaic Family Wealth Partners first reported a position in URI in Q4 2023 and held it in 1 quarter. The position peaked at $341K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold URI as of Q1 2024.

  • Mosaic Family Wealth Partners reported no remaining United Rentals position as of Q1 2024 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 595 United Rentals shares in Q1 2024, an estimated $341K.
  • Mosaic Family Wealth Partners first reported a position in United Rentals in Q4 2023 and held it in 1 quarter.
  • Mosaic Family Wealth Partners's United Rentals position peaked at $341K in Q4 2023.
  • 1,179 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2024, filed 13 Jun 2024.