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TD Ameritrade Investment Management’s United Rentals URI Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-15
Closed -$7K – 461
2023
Q2 		$7K Sell
15
-3
-17% -$1.11K ﹤0.01% 384
2023
Q1 		$7K Hold
18
– – ﹤0.01% 413
2022
Q4 		$6K Sell
18
-5
-22% -$1.64K ﹤0.01% 425
2022
Q3 		$6K Sell
23
-120
-84% -$34.9K ﹤0.01% 420
2022
Q2 		$35K Sell
143
-89
-38% -$26.2K ﹤0.01% 331
2022
Q1 		$82K Buy
232
+5
+2% +$1.63K ﹤0.01% 316
2021
Q4 		$75K Sell
227
-96
-30% -$34.2K ﹤0.01% 317
2021
Q3 		$56K Buy
323
+116
+56% +$38.9K ﹤0.01% 314
2021
Q2 		$66K Sell
207
-103
-33% -$33.3K ﹤0.01% 316
2021
Q1 		$72K Hold
310
– – ﹤0.01% 300
2020
Q4 		$72K Sell
310
-13
-4% -$2.75K ﹤0.01% 300
2020
Q3 		$56K Buy
323
+46
+17% +$7.73K ﹤0.01% 314
2020
Q2 		$41K Sell
277
-6
-2% -$761 ﹤0.01% 331
2020
Q1 		$29K Buy
283
+69
+32% +$9.15K ﹤0.01% 339
2019
Q4 		$36K Sell
214
-16
-7% -$2.32K ﹤0.01% 343
2019
Q3 		$29K Buy
230
+169
+277% +$20.5K ﹤0.01% 352
2019
Q2 		$8K Sell
61
-235
-79% -$29.8K ﹤0.01% 446
2019
Q1 		$34K Buy
296
+243
+458% +$30K ﹤0.01% 274
2018
Q4 		$5K Buy
53
+33
+165% +$3.97K ﹤0.01% 456
2018
Q3 		$3K Sell
20
-2
-9% -$311 ﹤0.01% 469
2018
Q2 		$3K Buy
+22
New +$3.6K ﹤0.01% 317

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

TD Ameritrade Investment Management's URI Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of United Rentals (URI) in Q3 2023, closing a stake of 15 shares — an estimated $7K sold.

TD Ameritrade Investment Management first reported a position in URI in Q2 2018 and held it in 21 quarters. The position peaked at $82K in Q1 2022. 986 funds tracked by Wall St. Rank hold URI as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining United Rentals position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 15 United Rentals shares in Q3 2023, an estimated $7K.
  • TD Ameritrade Investment Management first reported a position in United Rentals in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's United Rentals position peaked at $82K in Q1 2022.
  • 986 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.