Sierra Capital’s United Rentals URI Stock Holding History

Sierra Capital’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 Q1	–	Sell	-5	Closed	-$2K	–	536
2022 Q4	$2K	Hold	5	–	–	﹤0.01%	544
2022 Q3	$1K	Sell	5 -637	-99%	-$185K	﹤0.01%	638
2022 Q2	$156K	Buy	642 +54	+9%	+$15.9K	0.03%	222
2022 Q1	$209K	Sell	588 -144	-20%	-$47K	0.03%	205
2021 Q4	$244K	Buy	732 +5	+0.7%	+$1.78K	0.04%	206
2021 Q3	$255K	Hold	727	–	–	0.04%	174
2021 Q2	$232K	Sell	727 -47	-6%	-$15.2K	0.04%	166
2021 Q1	$255K	Buy	+774	New	+$219K	0.05%	158

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sierra Capital's URI Position: Q1 2023 in Review

Sierra Capital sold out of United Rentals (URI) in Q1 2023, closing a stake of 5 shares — an estimated $2K sold.

Sierra Capital first reported a position in URI in Q1 2021 and held it in 8 quarters. The position peaked at $255K in Q3 2021. 983 funds tracked by Wall St. Rank hold URI as of Q1 2023.

Sierra Capital reported no remaining United Rentals position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 5 United Rentals shares in Q1 2023, an estimated $2K.
Sierra Capital first reported a position in United Rentals in Q1 2021 and held it in 8 quarters.
Sierra Capital's United Rentals position peaked at $255K in Q3 2021.
983 funds tracked by Wall St. Rank held United Rentals as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.