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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return