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Simplicity Solutions’s United Rentals URI Stock Holding History

Simplicity Solutions’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
Q4 		$1.18M Buy
2,064
+234
+13% +$110K 0.03% 403
2023
Q3 		$814K Sell
1,830
-47
-3% -$21.5K 0.03% 463
2023
Q2 		$836K Sell
1,877
-30
-2% -$11.1K 0.02% 513
2023
Q1 		$755K Buy
1,907
+662
+53% +$278K 0.02% 564
2022
Q4 		$442K Buy
1,245
+114
+10% +$37.5K 0.06% 375
2022
Q3 		$306K Buy
+1,131
New +$329K 0.04% 453
2022
Q2 		– Sell
-601
Closed -$213K – 704
2022
Q1 		$213K Sell
601
-749
-55% -$245K 0.03% 584
2021
Q4 		$448K Buy
1,350
+775
+135% +$276K 0.05% 416
2021
Q3 		$202K Buy
+575
New +$193K 0.03% 561
2020
Q4 		– Sell
-2,104
Closed -$367K – 990
2020
Q3 		$367K Sell
2,104
-135
-6% -$22.7K 0.01% 685
2020
Q2 		$334K Sell
2,239
-10,951
-83% -$1.39M 0.01% 702
2020
Q1 		$1.36M Buy
13,190
+9,413
+249% +$1.25M 0.04% 285
2019
Q4 		$630K Buy
+3,777
New +$549K 0.02% 484
2019
Q3 		– Sell
-1,861
Closed -$247K – 778
2019
Q2 		$247K Buy
+1,861
New +$236K 0.01% 564
2018
Q4 		– Sell
-1,865
Closed -$305K – 789
2018
Q3 		$305K Sell
1,865
-1
-0.1% -$156 0.02% 376
2018
Q2 		$276K Buy
+1,866
New +$305K 0.02% 386

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's URI Position: Q4 2023 in Review

Simplicity Solutions increased its United Rentals (URI) stake by 13% in Q4 2023, buying an estimated $110K and bringing the position to 2,064 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #403.

Simplicity Solutions first reported a position in URI in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.36M in Q1 2020. 1,077 funds tracked by Wall St. Rank hold URI as of Q4 2023.

  • Simplicity Solutions held 2,064 shares of United Rentals worth $1.18M as of Q4 2023.
  • Simplicity Solutions bought 234 United Rentals shares in Q4 2023, an estimated $110K.
  • United Rentals made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #403 holding.
  • Simplicity Solutions first reported a position in United Rentals in Q2 2018 and has held it in 16 quarters since.
  • Simplicity Solutions's United Rentals position peaked at $1.36M in Q1 2020.
  • 1,077 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.