The Family Firm’s United Rentals URI Stock Holding History

The Family Firm’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	-29	Closed	-$18.5K	–	802
2024 Q2	$18.5K	Buy	+29	New	+$19.3K	﹤0.01%	581

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

The Family Firm's URI Position: Q3 2024 in Review

The Family Firm sold out of United Rentals (URI) in Q3 2024, closing a stake of 29 shares — an estimated $18.5K sold.

The Family Firm first reported a position in URI in Q2 2024 and held it in 1 quarter. The position peaked at $18.5K in Q2 2024. 1,237 funds tracked by Wall St. Rank hold URI as of Q3 2024.

The Family Firm reported no remaining United Rentals position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 29 United Rentals shares in Q3 2024, an estimated $18.5K.
The Family Firm first reported a position in United Rentals in Q2 2024 and held it in 1 quarter.
The Family Firm's United Rentals position peaked at $18.5K in Q2 2024.
1,237 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.