Next Century Growth Investors’s United Rentals URI Stock Holding History

Next Century Growth Investors’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 Q4	–	Sell	-2,746	Closed	-$1.22M	–	129
2023 Q3	$1.22M	Hold	2,746	–	–	0.13%	99
2023 Q2	$1.22M	Hold	2,746	–	–	0.12%	101
2023 Q1	$1.09M	Sell	2,746 -5,896	-68%	-$2.48M	0.12%	96
2022 Q4	$3.07M	Buy	8,642 +4,475	+107%	+$1.47M	0.37%	70
2022 Q3	$1.13M	Buy	4,167 +27	+0.7%	+$7.86K	0.14%	91
2022 Q2	$1M	Sell	4,140 -9,873	-70%	-$2.9M	0.13%	97
2022 Q1	$4.98M	Buy	14,013 +26	+0.2%	+$8.49K	0.5%	61
2021 Q4	$4.65M	Buy	13,987 +3,879	+38%	+$1.38M	0.42%	70
2021 Q3	$3.55M	Sell	10,108 -406	-4%	-$136K	0.31%	95
2021 Q2	$3.35M	Sell	10,514 -425	-4%	-$137K	0.26%	93
2021 Q1	$3.6M	Buy	10,939 +2,102	+24%	+$595K	0.27%	96
2020 Q4	$2.05M	Buy	8,837 +1,951	+28%	+$412K	0.17%	108
2020 Q3	$1.2M	Sell	6,886 -1,013	-13%	-$170K	0.12%	122
2020 Q2	$1.18M	Sell	7,899 -13,801	-64%	-$1.75M	0.13%	115
2020 Q1	$2.23M	Hold	21,700	–	–	0.36%	79
2019 Q4	$3.62M	Buy	21,700 +5,653	+35%	+$821K	0.47%	66
2019 Q3	$2M	Buy	16,047 +1,134	+8%	+$137K	0.32%	87
2019 Q2	$1.98M	Buy	+14,913	New	+$1.89M	0.25%	104
2019 Q1	–	Sell	-20,422	Closed	-$2.09M	–	134
2018 Q4	$2.09M	Buy	20,422 +5,700	+39%	+$686K	0.3%	100
2018 Q3	$2.41M	Sell	14,722 -4,390	-23%	-$683K	0.28%	105
2018 Q2	$2.82M	Buy	19,112 +3,943	+26%	+$644K	0.36%	95
2018 Q1	$2.62M	Sell	15,169 -5,270	-26%	-$936K	0.35%	88
2017 Q4	$3.51M	Sell	20,439 -8,406	-29%	-$1.28M	0.44%	67
2017 Q3	$4M	Buy	28,845 +9,936	+53%	+$1.19M	0.48%	68
2017 Q2	$2.13M	Buy	18,909 +8,659	+84%	+$967K	0.2%	113
2017 Q1	$1.28M	Sell	10,250 -462	-4%	-$56.2K	0.11%	139
2016 Q4	$1.13M	Sell	10,712 -78,528	-88%	-$7.15M	0.07%	139
2016 Q3	$7M	Buy	89,240 +44,598	+100%	+$3.42M	0.32%	91
2016 Q2	$3M	Sell	44,642 -1,391	-3%	-$90.8K	0.14%	140
2016 Q1	$2.86M	Buy	46,033 +181	+0.4%	+$10.1K	0.14%	136
2015 Q4	$3.33M	Buy	45,852 +22,935	+100%	+$1.66M	0.14%	146
2015 Q3	$1.38M	Sell	22,917 -726	-3%	-$50.4K	0.06%	166
2015 Q2	$2.07M	Sell	23,643 -283	-1%	-$27.1K	0.07%	178
2015 Q1	$2.18M	Sell	23,926 -46,046	-66%	-$4.14M	0.08%	180
2014 Q4	$7.14M	Sell	69,972 -2,321	-3%	-$249K	0.26%	106
2014 Q3	$8.03M	Buy	72,293 +13,724	+23%	+$1.54M	0.28%	92
2014 Q2	$6.13M	Buy	58,569 +50,292	+608%	+$4.92M	0.2%	130
2014 Q1	$785K	Buy	+8,277	New	+$702K	0.02%	175

Other funds holding URI

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Next Century Growth Investors's URI Position: Q4 2023 in Review

Next Century Growth Investors sold out of United Rentals (URI) in Q4 2023, closing a stake of 2,746 shares — an estimated $1.22M sold.

Next Century Growth Investors first reported a position in URI in Q1 2014 and held it in 38 quarters. The position peaked at $8.03M in Q3 2014. 1,077 funds tracked by Wall St. Rank hold URI as of Q4 2023.

Next Century Growth Investors reported no remaining United Rentals position as of Q4 2023 after selling out during the quarter.
Next Century Growth Investors sold 2,746 United Rentals shares in Q4 2023, an estimated $1.22M.
Next Century Growth Investors first reported a position in United Rentals in Q1 2014 and held it in 38 quarters.
Next Century Growth Investors's United Rentals position peaked at $8.03M in Q3 2014.
1,077 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on Next Century Growth Investors's 13F filing for Q4 2023, filed 14 Feb 2024.