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Sargent Bickham Lagudis’s United Rentals URI Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$2.92M Sell
8,226
-836
-9% -$275K 0.24% 81
2022
Q3 		$2.45M Buy
9,062
+2,781
+44% +$809K 0.22% 90
2022
Q2 		$1.53M Buy
6,281
+1,318
+27% +$388K 0.13% 122
2022
Q1 		$1.76M Buy
4,963
+4,911
+9,444% +$1.6M 0.14% 115
2021
Q4 		$17K Buy
52
+11
+27% +$3.92K ﹤0.01% 633
2021
Q3 		$14K Buy
41
+8
+24% +$2.69K ﹤0.01% 665
2021
Q2 		$11K Hold
33
– – ﹤0.01% 706
2021
Q1 		$11K Buy
+33
New +$9.35K ﹤0.01% 681

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sargent Bickham Lagudis's URI Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its United Rentals (URI) stake by 9.2% in Q4 2022, selling an estimated $275K and leaving 8,226 shares worth $2.92M. The position accounts for 0.24% of the portfolio, ranked #81.

Sargent Bickham Lagudis first reported a position in URI in Q1 2021 and has held it in 8 quarters since. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

  • Sargent Bickham Lagudis held 8,226 shares of United Rentals worth $2.92M as of Q4 2022.
  • Sargent Bickham Lagudis sold 836 United Rentals shares in Q4 2022, an estimated $275K.
  • United Rentals made up 0.24% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #81 holding.
  • Sargent Bickham Lagudis first reported a position in United Rentals in Q1 2021 and has held it in 8 quarters since.
  • 940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.