Retirement Group’s United Rentals URI Stock Holding History

Retirement 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 Q1	$46.9K	Hold	65	–	–	0.02%	241
2023 Q4	$37.3K	Hold	65	–	–	0.02%	252
2023 Q3	$28.9K	Buy	65 +21	+48%	+$9.61K	0.01%	274
2023 Q2	$19.6K	Hold	44	–	–	0.01%	322
2023 Q1	$17K	Hold	44	–	–	0.01%	331
2022 Q4	$16K	Buy	+44	New	+$14.5K	0.01%	304
2022 Q3	–	Sell	-83	Closed	-$20K	–	794
2022 Q2	$20K	Buy	83 +39	+89%	+$11.5K	0.01%	325
2022 Q1	$16K	Buy	44 +22	+100%	+$7.18K	0.01%	380
2021 Q4	$7K	Buy	22 +4	+22%	+$1.43K	﹤0.01%	490
2021 Q3	$6K	Hold	18	–	–	﹤0.01%	439
2021 Q2	$6K	Hold	18	–	–	﹤0.01%	473
2021 Q1	$6K	Hold	18	–	–	﹤0.01%	540
2020 Q4	$4K	Buy	18 +11	+157%	+$2.32K	﹤0.01%	534
2020 Q3	$1K	Buy	7 +6	+600%	+$1.01K	﹤0.01%	637
2020 Q2	$0	Buy	+1	New	+$127	﹤0.01%	659

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Retirement Group's URI Position: Q1 2024 in Review

Retirement Group held its United Rentals (URI) position steady in Q1 2024 at 65 shares worth $46.9K. The position accounts for 0.02% of the portfolio, ranked #241.

Retirement Group first reported a position in URI in Q2 2020 and has held it in 15 quarters since. 1,181 funds tracked by Wall St. Rank hold URI as of Q1 2024.

Retirement Group held 65 shares of United Rentals worth $46.9K as of Q1 2024.
Retirement Group left its United Rentals share count unchanged in Q1 2024.
United Rentals made up 0.02% of Retirement Group's portfolio in Q1 2024, its #241 holding.
Retirement Group first reported a position in United Rentals in Q2 2020 and has held it in 15 quarters since.
1,181 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.