Schubert & Co’s United Rentals URI Stock Holding History

Schubert & Co’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 Q2	–	Sell	-42	Closed	-$16.6K	–	1447
2023 Q1	$16.6K	Buy	42 +4	+11%	+$1.68K	0.01%	151
2022 Q4	$13.5K	Buy	38 +3	+9%	+$986	0.01%	168
2022 Q3	$9K	Buy	35 +16	+84%	+$4.66K	0.01%	223
2022 Q2	$5K	Buy	19 +5	+36%	+$1.47K	﹤0.01%	393
2022 Q1	$5K	Buy	14 +3	+27%	+$980	0.01%	183
2021 Q4	$4K	Buy	+11	New	+$3.92K	﹤0.01%	186

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Schubert & Co's URI Position: Q2 2023 in Review

Schubert & Co sold out of United Rentals (URI) in Q2 2023, closing a stake of 42 shares — an estimated $16.6K sold.

Schubert & Co first reported a position in URI in Q4 2021 and held it in 6 quarters. The position peaked at $16.6K in Q1 2023. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

Schubert & Co reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 42 United Rentals shares in Q2 2023, an estimated $16.6K.
Schubert & Co first reported a position in United Rentals in Q4 2021 and held it in 6 quarters.
Schubert & Co's United Rentals position peaked at $16.6K in Q1 2023.
985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.