Surevest’s United Rentals URI Stock Holding History

Surevest’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 Q3	$1K	Hold	2	–	–	﹤0.01%	497
2022 Q2	$0	Hold	2	–	–	﹤0.01%	598
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	511
2021 Q4	$1K	Buy	+2	New	+$713	﹤0.01%	519

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Surevest's URI Position: Q3 2022 in Review

Surevest held its United Rentals (URI) position steady in Q3 2022 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Surevest first reported a position in URI in Q4 2021 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold URI as of Q3 2022.

Surevest held 2 shares of United Rentals worth $1K as of Q3 2022.
Surevest left its United Rentals share count unchanged in Q3 2022.
United Rentals made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #497 holding.
Surevest first reported a position in United Rentals in Q4 2021 and has held it in 4 quarters since.
851 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.