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Oxler Private Wealth’s United Rentals URI Stock Holding History

Oxler Private 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
Q4 		– Sell
-150
Closed -$40.5K – 314
2022
Q3 		$40.5K Hold
150
– – 0.02% 221
2022
Q2 		$36.4K Buy
+150
New +$44.1K 0.02% 163
2021
Q1 		– Sell
-150
Closed -$34K – 208
2020
Q4 		$34K Buy
+150
New +$31.7K 0.02% 175

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Oxler Private Wealth's URI Position: Q4 2022 in Review

Oxler Private Wealth sold out of United Rentals (URI) in Q4 2022, closing a stake of 150 shares — an estimated $40.5K sold.

Oxler Private Wealth first reported a position in URI in Q4 2020 and held it in 3 quarters. The position peaked at $40.5K in Q3 2022. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

  • Oxler Private Wealth reported no remaining United Rentals position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 150 United Rentals shares in Q4 2022, an estimated $40.5K.
  • Oxler Private Wealth first reported a position in United Rentals in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's United Rentals position peaked at $40.5K in Q3 2022.
  • 940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.