SBB Research Group’s United Rentals URI Stock Holding History

SBB Research 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
2023 Q3	$400K	Hold	900	–	–	0.71%	24
2023 Q2	$401K	Hold	900	–	–	0.73%	26
2023 Q1	$356K	Hold	900	–	–	0.5%	29
2022 Q4	$320K	Hold	900	–	–	0.46%	27
2022 Q3	$243K	Hold	900	–	–	0.34%	28
2022 Q2	$219K	Hold	900	–	–	0.09%	36
2022 Q1	$320K	Hold	900	–	–	0.07%	38
2021 Q4	$299K	Buy	+900	New	+$321K	0.04%	38

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

SBB Research Group's URI Position: Q3 2023 in Review

SBB Research Group held its United Rentals (URI) position steady in Q3 2023 at 900 shares worth $400K. The position accounts for 0.71% of the portfolio, ranked #24.

SBB Research Group first reported a position in URI in Q4 2021 and has held it in 8 quarters since. The position peaked at $401K in Q2 2023. 986 funds tracked by Wall St. Rank hold URI as of Q3 2023.

SBB Research Group held 900 shares of United Rentals worth $400K as of Q3 2023.
SBB Research Group left its United Rentals share count unchanged in Q3 2023.
United Rentals made up 0.71% of SBB Research Group's portfolio in Q3 2023, its #24 holding.
SBB Research Group first reported a position in United Rentals in Q4 2021 and has held it in 8 quarters since.
SBB Research Group's United Rentals position peaked at $401K in Q2 2023.
986 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.