Safeguard Financial’s United Rentals URI Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-83	Closed	-$36K	–	523
2023 Q2	$36K	Buy	+83	New	+$30.8K	0.02%	191

Other funds holding URI

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Safeguard Financial's URI Position: Q3 2023 in Review

Safeguard Financial sold out of United Rentals (URI) in Q3 2023, closing a stake of 83 shares — an estimated $36K sold.

Safeguard Financial first reported a position in URI in Q2 2023 and held it in 1 quarter. The position peaked at $36K in Q2 2023. 987 funds tracked by Wall St. Rank hold URI as of Q3 2023.

Safeguard Financial reported no remaining United Rentals position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 83 United Rentals shares in Q3 2023, an estimated $36K.
Safeguard Financial first reported a position in United Rentals in Q2 2023 and held it in 1 quarter.
Safeguard Financial's United Rentals position peaked at $36K in Q2 2023.
987 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.