PAG
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Private Advisory Group’s United Rentals URI Stock Holding History

Private Advisory Group’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
2024
Q2 		– Sell
-1,027
Closed -$741K – 210
2024
Q1 		$741K Buy
+1,027
New +$659K 0.11% 118
2023
Q4 		– Sell
-1,196
Closed -$532K – 232
2023
Q3 		$532K Buy
1,196
+210
+21% +$96.1K 0.11% 133
2023
Q2 		$439K Buy
+986
New +$365K 0.09% 154
2022
Q1 		– Sell
-788
Closed -$262K – 205
2021
Q4 		$262K Buy
788
+204
+35% +$72.7K 0.05% 131
2021
Q3 		$205K Sell
584
-2,448
-81% -$822K 0.05% 117
2021
Q2 		$967K Buy
3,032
+393
+15% +$127K 0.24% 63
2021
Q1 		$869K Buy
2,639
+155
+6% +$43.9K 0.25% 64
2020
Q4 		$576K Buy
+2,484
New +$525K 0.19% 81

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM