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Rockbridge Investment Management’s United Rentals URI Stock Holding History

Rockbridge Investment Management’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
2022
Q2 		– Sell
-22
Closed -$7.79K – 793
2022
Q1 		$7.79K Hold
22
– – ﹤0.01% 553
2021
Q4 		$7K Hold
22
– – ﹤0.01% 624
2021
Q3 		$8K Hold
22
– – ﹤0.01% 559
2021
Q2 		$7K Hold
22
– – ﹤0.01% 575
2021
Q1 		$7K Hold
22
– – ﹤0.01% 550
2020
Q4 		$5K Hold
22
– – ﹤0.01% 576
2020
Q3 		$4K Hold
22
– – ﹤0.01% 547
2020
Q2 		$3K Buy
+22
New +$2.79K ﹤0.01% 543

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Rockbridge Investment Management's URI Position: Q2 2022 in Review

Rockbridge Investment Management sold out of United Rentals (URI) in Q2 2022, closing a stake of 22 shares — an estimated $7.79K sold.

Rockbridge Investment Management first reported a position in URI in Q2 2020 and held it in 8 quarters. The position peaked at $8K in Q3 2021. 825 funds tracked by Wall St. Rank hold URI as of Q2 2022.

  • Rockbridge Investment Management reported no remaining United Rentals position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 22 United Rentals shares in Q2 2022, an estimated $7.79K.
  • Rockbridge Investment Management first reported a position in United Rentals in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's United Rentals position peaked at $8K in Q3 2021.
  • 825 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.