Steward Financial Group’s United Rentals URI Stock Holding History

Steward Financial Group’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 Q3	$22K	Hold	51	–	–	0.01%	240
2023 Q2	$22K	Buy	+51	New	+$18.9K	0.01%	234
2022 Q3	–	Sell	-37	Closed	-$8K	–	1252
2022 Q2	$8K	Buy	37 +14	+61%	+$4.12K	0.01%	279
2022 Q1	$8K	Buy	+23	New	+$7.51K	0.01%	219

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Steward Financial Group's URI Position: Q3 2023 in Review

Steward Financial Group held its United Rentals (URI) position steady in Q3 2023 at 51 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #240.

Steward Financial Group first reported a position in URI in Q1 2022 and has held it in 4 quarters since. 985 funds tracked by Wall St. Rank hold URI as of Q3 2023.

Steward Financial Group held 51 shares of United Rentals worth $22K as of Q3 2023.
Steward Financial Group left its United Rentals share count unchanged in Q3 2023.
United Rentals made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #240 holding.
Steward Financial Group first reported a position in United Rentals in Q1 2022 and has held it in 4 quarters since.
985 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.