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Syverson Strege & Co’s United Rentals URI Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-144
Closed -$57K – 591
2023
Q1 		$57K Buy
144
+9
+7% +$3.78K 0.02% 119
2022
Q4 		$48K Hold
135
– – 0.02% 127
2022
Q3 		$36K Hold
135
– – 0.02% 135
2022
Q2 		$33K Hold
135
– – 0.01% 153
2022
Q1 		$48K Hold
135
– – 0.05% 129
2021
Q4 		$45K Sell
135
-12
-8% -$4.28K 0.03% 141
2021
Q3 		$52K Buy
147
+12
+9% +$4.03K 0.04% 140
2021
Q2 		$43K Hold
135
– – 0.04% 138
2021
Q1 		$44K Hold
135
– – 0.05% 128
2020
Q4 		$31K Buy
+135
New +$28.5K 0.03% 137

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Syverson Strege & Co's URI Position: Q2 2023 in Review

Syverson Strege & Co sold out of United Rentals (URI) in Q2 2023, closing a stake of 144 shares — an estimated $57K sold.

Syverson Strege & Co first reported a position in URI in Q4 2020 and held it in 10 quarters. The position peaked at $57K in Q1 2023. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

  • Syverson Strege & Co reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 144 United Rentals shares in Q2 2023, an estimated $57K.
  • Syverson Strege & Co first reported a position in United Rentals in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's United Rentals position peaked at $57K in Q1 2023.
  • 985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.