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SYSTM Wealth Solutions’s United Rentals URI Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-1,163
Closed -$752K – 605
2024
Q2 		$752K Buy
1,163
+94
+9% +$62.5K 0.17% 127
2024
Q1 		$771K Sell
1,069
-161
-13% -$103K 0.1% 233
2023
Q4 		$706K Sell
1,230
-198
-14% -$93.4K 0.1% 238
2023
Q3 		$635K Sell
1,428
-97
-6% -$44.4K 0.1% 249
2023
Q2 		$679K Buy
1,525
+7
+0.5% +$2.59K 0.09% 268
2023
Q1 		$601K Sell
1,518
-633
-29% -$266K 0.09% 272
2022
Q4 		$765K Buy
+2,151
New +$707K 0.1% 264

Other funds holding URI

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SYSTM Wealth Solutions's URI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of United Rentals (URI) in Q3 2024, closing a stake of 1,163 shares — an estimated $752K sold.

SYSTM Wealth Solutions first reported a position in URI in Q4 2022 and held it in 7 quarters. The position peaked at $771K in Q1 2024. 1,237 funds tracked by Wall St. Rank hold URI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining United Rentals position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,163 United Rentals shares in Q3 2024, an estimated $752K.
  • SYSTM Wealth Solutions first reported a position in United Rentals in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's United Rentals position peaked at $771K in Q1 2024.
  • 1,237 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.