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Selective Wealth Management’s United Rentals URI Stock Holding History

Selective Wealth 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
Q4 		– Sell
-400
Closed -$108K – 685
2022
Q3 		$108K Buy
400
+200
+100% +$58.2K 0.05% 199
2022
Q2 		$49K Hold
200
– – 0.02% 324
2022
Q1 		$71K Hold
200
– – 0.03% 246
2021
Q4 		$66K Buy
200
+100
+100% +$35.7K 0.03% 239
2021
Q3 		$35K Hold
100
– – 0.02% 299
2021
Q2 		$32K Hold
100
– – 0.03% 234
2021
Q1 		$33K Hold
100
– – 0.03% 154
2020
Q4 		$23K Buy
+100
New +$21.1K 0.01% 172

Other funds holding URI

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return