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Pinion Investment Advisors’s United Rentals URI Stock Holding History

Pinion Investment 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
2022
Q2 		– Sell
-1,431
Closed -$508K – 174
2022
Q1 		$508K Buy
1,431
+679
+90% +$222K 0.35% 88
2021
Q4 		$250K Buy
+752
New +$268K 0.17% 147

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pinion Investment Advisors's URI Position: Q2 2022 in Review

Pinion Investment Advisors sold out of United Rentals (URI) in Q2 2022, closing a stake of 1,431 shares — an estimated $508K sold.

Pinion Investment Advisors first reported a position in URI in Q4 2021 and held it in 2 quarters. The position peaked at $508K in Q1 2022. 825 funds tracked by Wall St. Rank hold URI as of Q2 2022.

  • Pinion Investment Advisors reported no remaining United Rentals position as of Q2 2022 after selling out during the quarter.
  • Pinion Investment Advisors sold 1,431 United Rentals shares in Q2 2022, an estimated $508K.
  • Pinion Investment Advisors first reported a position in United Rentals in Q4 2021 and held it in 2 quarters.
  • Pinion Investment Advisors's United Rentals position peaked at $508K in Q1 2022.
  • 825 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Pinion Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.