Oxbow Advisors’s United Rentals URI Stock Holding History

Oxbow 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
2023 Q1	–	Sell	-1,150	Closed	-$409K	–	222
2022 Q4	$409K	Hold	1,150	–	–	0.08%	144
2022 Q3	$311K	Buy	+1,150	New	+$335K	0.05%	189
2022 Q1	–	Sell	-1,325	Closed	-$440K	–	289
2021 Q4	$440K	Buy	+1,325	New	+$472K	0.04%	201
2021 Q3	–	Sell	-710	Closed	-$226K	–	308
2021 Q2	$226K	Buy	+710	New	+$229K	0.02%	261

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Oxbow Advisors's URI Position: Q1 2023 in Review

Oxbow Advisors sold out of United Rentals (URI) in Q1 2023, closing a stake of 1,150 shares — an estimated $409K sold.

Oxbow Advisors first reported a position in URI in Q2 2021 and held it in 4 quarters. The position peaked at $440K in Q4 2021. 983 funds tracked by Wall St. Rank hold URI as of Q1 2023.

Oxbow Advisors reported no remaining United Rentals position as of Q1 2023 after selling out during the quarter.
Oxbow Advisors sold 1,150 United Rentals shares in Q1 2023, an estimated $409K.
Oxbow Advisors first reported a position in United Rentals in Q2 2021 and held it in 4 quarters.
Oxbow Advisors's United Rentals position peaked at $440K in Q4 2021.
983 funds tracked by Wall St. Rank held United Rentals as of Q1 2023.

Based on Oxbow Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.