Transform Wealth’s United Rentals URI Stock Holding History

Transform Wealth’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	-564	Closed	-$251K	–	277
2023 Q2	$251K	Sell	564 -9,037	-94%	-$3.35M	0.02%	230
2023 Q1	$3.8M	Buy	+9,601	New	+$4.03M	0.36%	81
2022 Q2	–	Sell	-12,184	Closed	-$4.33M	–	226
2022 Q1	$4.33M	Sell	12,184 -6,666	-35%	-$2.18M	0.49%	67
2021 Q4	$6.26M	Buy	18,850 +540	+3%	+$193K	0.65%	56
2021 Q3	$6.43M	Buy	18,310 +403	+2%	+$135K	0.74%	51
2021 Q2	$5.71M	Buy	+17,907	New	+$5.78M	0.7%	56

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Transform Wealth's URI Position: Q3 2023 in Review

Transform Wealth sold out of United Rentals (URI) in Q3 2023, closing a stake of 564 shares — an estimated $251K sold.

Transform Wealth first reported a position in URI in Q2 2021 and held it in 6 quarters. The position peaked at $6.43M in Q3 2021. 987 funds tracked by Wall St. Rank hold URI as of Q3 2023.

Transform Wealth reported no remaining United Rentals position as of Q3 2023 after selling out during the quarter.
Transform Wealth sold 564 United Rentals shares in Q3 2023, an estimated $251K.
Transform Wealth first reported a position in United Rentals in Q2 2021 and held it in 6 quarters.
Transform Wealth's United Rentals position peaked at $6.43M in Q3 2021.
987 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.