Sharp Financial Services’s United Rentals URI Stock Holding History

Sharp Financial Services’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
2024 Q1	–	Sell	-441	Closed	-$253K	–	90
2023 Q4	$253K	Buy	+441	New	+$208K	0.27%	67

Other funds holding URI

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Sharp Financial Services's URI Position: Q1 2024 in Review

Sharp Financial Services sold out of United Rentals (URI) in Q1 2024, closing a stake of 441 shares — an estimated $253K sold.

Sharp Financial Services first reported a position in URI in Q4 2023 and held it in 1 quarter. The position peaked at $253K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold URI as of Q1 2024.

Sharp Financial Services reported no remaining United Rentals position as of Q1 2024 after selling out during the quarter.
Sharp Financial Services sold 441 United Rentals shares in Q1 2024, an estimated $253K.
Sharp Financial Services first reported a position in United Rentals in Q4 2023 and held it in 1 quarter.
Sharp Financial Services's United Rentals position peaked at $253K in Q4 2023.
1,179 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Sharp Financial Services's 13F filing for Q1 2024, filed 14 Aug 2024.