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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 – 209
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 – 204
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 $717B AUM 35.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Private Advisory Group's URI Position: Q2 2024 in Review

Private Advisory Group sold out of United Rentals (URI) in Q2 2024, closing a stake of 1,027 shares — an estimated $741K sold.

Private Advisory Group first reported a position in URI in Q4 2020 and held it in 8 quarters. The position peaked at $967K in Q2 2021. 1,175 funds tracked by Wall St. Rank hold URI as of Q2 2024.

  • Private Advisory Group reported no remaining United Rentals position as of Q2 2024 after selling out during the quarter.
  • Private Advisory Group sold 1,027 United Rentals shares in Q2 2024, an estimated $741K.
  • Private Advisory Group first reported a position in United Rentals in Q4 2020 and held it in 8 quarters.
  • Private Advisory Group's United Rentals position peaked at $967K in Q2 2021.
  • 1,175 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on Private Advisory Group's 13F filing for Q2 2024, filed 23 Jul 2024.