SWM
URI icon

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 – 684
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

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

Selective Wealth Management's URI Position: Q4 2022 in Review

Selective Wealth Management sold out of United Rentals (URI) in Q4 2022, closing a stake of 400 shares — an estimated $108K sold.

Selective Wealth Management first reported a position in URI in Q4 2020 and held it in 8 quarters. The position peaked at $108K in Q3 2022. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

  • Selective Wealth Management reported no remaining United Rentals position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 400 United Rentals shares in Q4 2022, an estimated $108K.
  • Selective Wealth Management first reported a position in United Rentals in Q4 2020 and held it in 8 quarters.
  • Selective Wealth Management's United Rentals position peaked at $108K in Q3 2022.
  • 940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.