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Sutton Wealth Advisors’s United Rentals URI Stock Holding History

Sutton Wealth Advisors’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 		$24.9K Buy
56
+7
+14% +$3.2K 0.01% 329
2023
Q2 		$21.8K Buy
49
+3
+7% +$1.11K 0.01% 341
2023
Q1 		$18.2K Sell
46
-3
-6% -$1.26K 0.01% 323
2022
Q4 		$17.4K Hold
49
– – 0.01% 753
2022
Q3 		$13.2K Buy
49
+4
+9% +$1.16K 0.01% 805
2022
Q2 		$10.9K Buy
45
+3
+7% +$883 ﹤0.01% 871
2022
Q1 		$14.9K Buy
42
+2
+5% +$653 0.01% 813
2021
Q4 		$13.3K Sell
40
-1
-2% -$357 ﹤0.01% 837
2021
Q3 		$14.4K Buy
41
+1
+3% +$336 0.01% 794
2021
Q2 		$12.8K Hold
40
– – ﹤0.01% 830
2021
Q1 		$13.2K Hold
40
– – 0.01% 790
2020
Q4 		$9.28K Buy
40
+3
+8% +$634 ﹤0.01% 833
2020
Q3 		$6.46K Hold
37
– – ﹤0.01% 853
2020
Q2 		$5.51K Buy
37
+12
+48% +$1.52K ﹤0.01% 845
2020
Q1 		$2.57K Buy
25
+11
+79% +$1.46K ﹤0.01% 995
2019
Q4 		$2.33K Hold
14
– – ﹤0.01% 1042
2019
Q3 		$1.75K Sell
14
-8
-36% -$970 ﹤0.01% 1072
2019
Q2 		$2.92K Buy
22
+8
+57% +$1.01K ﹤0.01% 1006
2019
Q1 		$1.6K Hold
14
– – ﹤0.01% 1076
2018
Q4 		$1.44K Buy
14
+7
+100% +$843 ﹤0.01% 1017
2018
Q3 		$1.15K Hold
7
– – ﹤0.01% 1030
2018
Q2 		$1.03K Hold
7
– – ﹤0.01% 1055
2018
Q1 		$1.21K Hold
7
– – ﹤0.01% 1033
2017
Q4 		$1.2K Hold
7
– – ﹤0.01% 997
2017
Q3 		$971 Hold
7
– – ﹤0.01% 1001
2017
Q2 		$789 Hold
7
– – ﹤0.01% 1008
2017
Q1 		$875 Hold
7
– – ﹤0.01% 983
2016
Q4 		$739 Hold
7
– – ﹤0.01% 985
2016
Q3 		$549 Hold
7
– – ﹤0.01% 998
2016
Q2 		$470 Hold
7
– – ﹤0.01% 973
2016
Q1 		$435 Buy
+7
New +$389 ﹤0.01% 973

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's URI Position: Q3 2023 in Review

Sutton Wealth Advisors increased its United Rentals (URI) stake by 14% in Q3 2023, buying an estimated $3.2K and bringing the position to 56 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #329.

Sutton Wealth Advisors first reported a position in URI in Q1 2016 and has held it in 31 quarters since. 986 funds tracked by Wall St. Rank hold URI as of Q3 2023.

  • Sutton Wealth Advisors held 56 shares of United Rentals worth $24.9K as of Q3 2023.
  • Sutton Wealth Advisors bought 7 United Rentals shares in Q3 2023, an estimated $3.2K.
  • United Rentals made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #329 holding.
  • Sutton Wealth Advisors first reported a position in United Rentals in Q1 2016 and has held it in 31 quarters since.
  • 986 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.