Parsec Financial Management’s United Rentals URI Stock Holding History

Parsec Financial Management’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	$370K	Hold	934	–	–	0.02%	232
2022 Q4	$332K	Hold	934	–	–	0.01%	239
2022 Q3	$252K	Hold	934	–	–	0.01%	251
2022 Q2	$227K	Hold	934	–	–	0.01%	259
2022 Q1	$332K	Buy	934 +100	+12%	+$32.7K	0.01%	248
2021 Q4	$277K	Hold	834	–	–	0.01%	256
2021 Q3	$327K	Hold	834	–	–	0.01%	237
2021 Q2	$266K	Hold	834	–	–	0.01%	239
2021 Q1	$275K	Buy	+834	New	+$236K	0.01%	225

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parsec Financial Management's URI Position: Q1 2023 in Review

Parsec Financial Management held its United Rentals (URI) position steady in Q1 2023 at 934 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #232.

Parsec Financial Management first reported a position in URI in Q1 2021 and has held it in 9 quarters since. 983 funds tracked by Wall St. Rank hold URI as of Q1 2023.

Parsec Financial Management held 934 shares of United Rentals worth $370K as of Q1 2023.
Parsec Financial Management left its United Rentals share count unchanged in Q1 2023.
United Rentals made up 0.02% of Parsec Financial Management's portfolio in Q1 2023, its #232 holding.
Parsec Financial Management first reported a position in United Rentals in Q1 2021 and has held it in 9 quarters since.
983 funds tracked by Wall St. Rank held United Rentals as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.