TrustCore Financial Services’s United Rentals URI Stock Holding History

TrustCore Financial Services’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 Q4	$38K	Hold	107	–	–	﹤0.01%	501
2022 Q3	$29K	Buy	107 +99	+1,238%	+$28.8K	﹤0.01%	551
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	958
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	930
2021 Q4	$3K	Hold	8	–	–	﹤0.01%	853
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	934
2021 Q2	$3K	Buy	+8	New	+$2.58K	﹤0.01%	912
2019 Q2	–	Sell	-14	Closed	-$2K	–	943
2019 Q1	$2K	Buy	+14	New	+$1.73K	﹤0.01%	782
2018 Q4	–	Sell	-14	Closed	-$2K	–	772
2018 Q3	$2K	Sell	14 -12	-46%	-$1.87K	﹤0.01%	777
2018 Q2	$4K	Buy	+26	New	+$4.25K	﹤0.01%	725

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TrustCore Financial Services's URI Position: Q4 2022 in Review

TrustCore Financial Services held its United Rentals (URI) position steady in Q4 2022 at 107 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

TrustCore Financial Services first reported a position in URI in Q2 2018 and has held it in 10 quarters since. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

TrustCore Financial Services held 107 shares of United Rentals worth $38K as of Q4 2022.
TrustCore Financial Services left its United Rentals share count unchanged in Q4 2022.
United Rentals made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #501 holding.
TrustCore Financial Services first reported a position in United Rentals in Q2 2018 and has held it in 10 quarters since.
940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.