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Taylor Wealth Management Partners’s United Rentals URI Stock Holding History

Taylor Wealth Management Partners’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
Q2 		$3.48M Sell
14,322
-1,504
-10% -$443K 1.98% 22
2022
Q1 		$5.62M Buy
+15,826
New +$5.17M 2.27% 17

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Taylor Wealth Management Partners's URI Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its United Rentals (URI) stake by 9.5% in Q2 2022, selling an estimated $443K and leaving 14,322 shares worth $3.48M. The position accounts for 1.98% of the portfolio, ranked #22.

Taylor Wealth Management Partners first reported a position in URI in Q1 2022 and has held it in 2 quarters since. The position peaked at $5.62M in Q1 2022. 825 funds tracked by Wall St. Rank hold URI as of Q2 2022.

  • Taylor Wealth Management Partners held 14,322 shares of United Rentals worth $3.48M as of Q2 2022.
  • Taylor Wealth Management Partners sold 1,504 United Rentals shares in Q2 2022, an estimated $443K.
  • United Rentals made up 1.98% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #22 holding.
  • Taylor Wealth Management Partners first reported a position in United Rentals in Q1 2022 and has held it in 2 quarters since.
  • Taylor Wealth Management Partners's United Rentals position peaked at $5.62M in Q1 2022.
  • 825 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.