Summit Asset Management’s United Rentals URI Stock Holding History

Summit Asset Management’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
2022 Q4	–	Sell	-800	Closed	-$216K	–	156
2022 Q3	$216K	Buy	+800	New	+$233K	0.07%	140

Other funds holding URI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Norges Bank Oslo, Norway $1T AUM

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Summit Asset Management's URI Position: Q4 2022 in Review

Summit Asset Management sold out of United Rentals (URI) in Q4 2022, closing a stake of 800 shares — an estimated $216K sold.

Summit Asset Management first reported a position in URI in Q3 2022 and held it in 1 quarter. The position peaked at $216K in Q3 2022. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

Summit Asset Management reported no remaining United Rentals position as of Q4 2022 after selling out during the quarter.
Summit Asset Management sold 800 United Rentals shares in Q4 2022, an estimated $216K.
Summit Asset Management first reported a position in United Rentals in Q3 2022 and held it in 1 quarter.
Summit Asset Management's United Rentals position peaked at $216K in Q3 2022.
940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Summit Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.