Naviter Wealth’s United Rentals URI Stock Holding History

Naviter Wealth’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 Q2	–	Sell	-12,011	Closed	-$4.27M	–	194
2022 Q1	$4.27M	Buy	12,011 +1,225	+11%	+$400K	1.42%	17
2021 Q4	$3.58M	Buy	+10,786	New	+$3.85M	1.07%	29

Other funds holding URI

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Naviter Wealth's URI Position: Q2 2022 in Review

Naviter Wealth sold out of United Rentals (URI) in Q2 2022, closing a stake of 12,011 shares — an estimated $4.27M sold.

Naviter Wealth first reported a position in URI in Q4 2021 and held it in 2 quarters. The position peaked at $4.27M in Q1 2022. 825 funds tracked by Wall St. Rank hold URI as of Q2 2022.

Naviter Wealth reported no remaining United Rentals position as of Q2 2022 after selling out during the quarter.
Naviter Wealth sold 12,011 United Rentals shares in Q2 2022, an estimated $4.27M.
Naviter Wealth first reported a position in United Rentals in Q4 2021 and held it in 2 quarters.
Naviter Wealth's United Rentals position peaked at $4.27M in Q1 2022.
825 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Naviter Wealth's 13F filing for Q2 2022, filed 18 Jul 2022.