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Soltis Investment Advisors’s United Rentals URI Stock Holding History

Soltis Investment Advisors’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
-6,082
Closed -$2.16M – 275
2022
Q4 		$2.16M Buy
+6,082
New +$2M 0.28% 97

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Soltis Investment Advisors's URI Position: Q1 2023 in Review

Soltis Investment Advisors sold out of United Rentals (URI) in Q1 2023, closing a stake of 6,082 shares — an estimated $2.16M sold.

Soltis Investment Advisors first reported a position in URI in Q4 2022 and held it in 1 quarter. The position peaked at $2.16M in Q4 2022. 982 funds tracked by Wall St. Rank hold URI as of Q1 2023.

  • Soltis Investment Advisors reported no remaining United Rentals position as of Q1 2023 after selling out during the quarter.
  • Soltis Investment Advisors sold 6,082 United Rentals shares in Q1 2023, an estimated $2.16M.
  • Soltis Investment Advisors first reported a position in United Rentals in Q4 2022 and held it in 1 quarter.
  • Soltis Investment Advisors's United Rentals position peaked at $2.16M in Q4 2022.
  • 982 funds tracked by Wall St. Rank held United Rentals as of Q1 2023.

Based on Soltis Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.