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Stamos Capital Partners’s United Rentals URI Stock Holding History

Stamos Capital Partners’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
Q2 		– Sell
-700
Closed -$277K – 117
2023
Q1 		$277K Hold
700
– – 0.07% 98
2022
Q4 		$249K Sell
700
-1,240
-64% -$407K 0.08% 123
2022
Q3 		$524K Buy
+1,940
New +$565K 0.13% 122

Other funds holding URI

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Stamos Capital Partners's URI Position: Q2 2023 in Review

Stamos Capital Partners sold out of United Rentals (URI) in Q2 2023, closing a stake of 700 shares — an estimated $277K sold.

Stamos Capital Partners first reported a position in URI in Q3 2022 and held it in 3 quarters. The position peaked at $524K in Q3 2022. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

  • Stamos Capital Partners reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
  • Stamos Capital Partners sold 700 United Rentals shares in Q2 2023, an estimated $277K.
  • Stamos Capital Partners first reported a position in United Rentals in Q3 2022 and held it in 3 quarters.
  • Stamos Capital Partners's United Rentals position peaked at $524K in Q3 2022.
  • 985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on Stamos Capital Partners's 13F filing for Q2 2023, filed 11 Aug 2023.