Tarbox Family Office’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13
| Closed | -$5K | – | 936 |
|
|
2022
Q1 | $5K | Hold |
13
| – | – | ﹤0.01% | 552 |
|
|
2021
Q4 | $4K | Hold |
13
| – | – | ﹤0.01% | 711 |
|
|
2021
Q3 | $5K | Hold |
13
| – | – | ﹤0.01% | 659 |
|
|
2021
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 748 |
|
|
2021
Q1 | $4K | Hold |
13
| – | – | ﹤0.01% | 683 |
|
|
2020
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 748 |
|
|
2020
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 855 |
|
|
2020
Q2 | $2K | Sell |
13
-83
| -86% | -$10.5K | ﹤0.01% | 849 |
|
|
2020
Q1 | $10K | Sell |
96
-7
| -7% | -$928 | ﹤0.01% | 331 |
|
|
2019
Q4 | $17K | Buy |
103
+71
| +222% | +$10.3K | ﹤0.01% | 297 |
|
|
2019
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 535 |
|
|
2019
Q2 | $4K | Buy |
32
+4
| +14% | +$508 | ﹤0.01% | 536 |
|
|
2019
Q1 | $3K | Buy |
28
+12
| +75% | +$1.48K | ﹤0.01% | 472 |
|
|
2018
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 517 |
|
|
2018
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 469 |
|
|
2018
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 529 |
|
|
2018
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 472 |
|
|
2017
Q4 | $3K | Sell |
16
-6
| -27% | -$913 | ﹤0.01% | 459 |
|
|
2017
Q3 | $3K | Buy |
22
+5
| +29% | +$597 | ﹤0.01% | 456 |
|
|
2017
Q2 | $2K | Sell |
17
-17
| -50% | -$1.9K | ﹤0.01% | 502 |
|
|
2017
Q1 | $4K | Buy |
34
+17
| +100% | +$2.07K | ﹤0.01% | 419 |
|
|
2016
Q4 | $2K | Buy |
17
+4
| +31% | +$364 | ﹤0.01% | 468 |
|
|
2016
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 526 |
|
|
2016
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 528 |
|
|
2016
Q1 | $1K | Buy |
13
+7
| +117% | +$389 | ﹤0.01% | 549 |
|
|
2015
Q4 | $0 | Sell |
6
-4
| -40% | -$289 | ﹤0.01% | 583 |
|
|
2015
Q3 | $1K | Buy |
10
+4
| +67% | +$278 | ﹤0.01% | 522 |
|
|
2015
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 507 |
|
|
2015
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 516 |
|
|
2014
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 507 |
|
|
2014
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 507 |
|
|
2014
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 534 |
|
|
2014
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 567 |
|
|
2013
Q4 | $0 | Buy |
+6
| New | +$402 | ﹤0.01% | 589 |
|
Other funds holding URI
LAM
Tarbox Family Office's URI Position: Q2 2022 in Review
Tarbox Family Office sold out of United Rentals (URI) in Q2 2022, closing a stake of 13 shares — an estimated $5K sold.
Tarbox Family Office first reported a position in URI in Q4 2013 and held it in 34 quarters. The position peaked at $17K in Q4 2019. 825 funds tracked by Wall St. Rank hold URI as of Q2 2022.
- Tarbox Family Office reported no remaining United Rentals position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 13 United Rentals shares in Q2 2022, an estimated $5K.
- Tarbox Family Office first reported a position in United Rentals in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's United Rentals position peaked at $17K in Q4 2019.
- 825 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.