Steward Partners Investment Solutions’s United Rentals URI Stock Holding History

Steward Partners Investment 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
2024 Q1	$331K	Buy	+459	New	+$295K	0.06%	198

Other funds holding URI

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

Steward Partners Investment Solutions's URI Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in United Rentals (URI) in Q1 2024: 459 shares worth $331K. The stake represents 0.06% of the portfolio and ranks #198 among its holdings.

1,181 funds tracked by Wall St. Rank hold URI as of Q1 2024.

Steward Partners Investment Solutions held 459 shares of United Rentals worth $331K as of Q1 2024.
United Rentals was a new Steward Partners Investment Solutions position in Q1 2024.
United Rentals made up 0.06% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #198 holding.
1,181 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.