PO
URI icon

Private Ocean’s United Rentals URI Stock Holding History

Private Ocean’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 		$3.23K Buy
+5
New +$3.32K ﹤0.01% 492
2018
Q1 		– Sell
-114
Closed -$20K – 521
2017
Q4 		$20K Buy
+114
New +$17.4K 0.01% 188

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 $5.72T 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

Private Ocean's URI Position: Q2 2024 in Review

Private Ocean opened a new position in United Rentals (URI) in Q2 2024: 5 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Private Ocean previously reported a position in URI as recently as Q4 2017.

Private Ocean first reported a position in URI in Q4 2017 and has held it in 2 quarters since. The position peaked at $20K in Q4 2017. 1,173 funds tracked by Wall St. Rank hold URI as of Q2 2024.

  • Private Ocean held 5 shares of United Rentals worth $3.23K as of Q2 2024.
  • United Rentals was a new Private Ocean position in Q2 2024.
  • United Rentals made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #492 holding.
  • Private Ocean first reported a position in United Rentals in Q4 2017 and has held it in 2 quarters since.
  • Private Ocean's United Rentals position peaked at $20K in Q4 2017.
  • 1,173 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.