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PFS Investments’s United Rentals URI Stock Holding History

PFS Investments’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
Q1 		– Sell
-2,853
Closed -$948K – 443
2021
Q4 		$948K Sell
2,853
-1,543
-35% -$550K 0.02% 342
2021
Q3 		$1.73M Buy
4,396
+1,082
+33% +$363K 0.04% 278
2021
Q2 		$1.05M Buy
3,314
+1,916
+137% +$619K 0.02% 300
2021
Q1 		$460K Buy
+1,398
New +$396K 0.01% 301

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PFS Investments's URI Position: Q1 2022 in Review

PFS Investments sold out of United Rentals (URI) in Q1 2022, closing a stake of 2,853 shares — an estimated $948K sold.

PFS Investments first reported a position in URI in Q1 2021 and held it in 4 quarters. The position peaked at $1.73M in Q3 2021. 906 funds tracked by Wall St. Rank hold URI as of Q1 2022.

  • PFS Investments reported no remaining United Rentals position as of Q1 2022 after selling out during the quarter.
  • PFS Investments sold 2,853 United Rentals shares in Q1 2022, an estimated $948K.
  • PFS Investments first reported a position in United Rentals in Q1 2021 and held it in 4 quarters.
  • PFS Investments's United Rentals position peaked at $1.73M in Q3 2021.
  • 906 funds tracked by Wall St. Rank held United Rentals as of Q1 2022.

Based on PFS Investments's 13F filing for Q1 2022, filed 16 May 2022.