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Veritable’s United Rentals URI Stock Holding History

Veritable’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
-2,863
Closed -$1.28M – 755
2023
Q2 		$1.28M Sell
2,863
-82
-3% -$30.4K 0.02% 321
2023
Q1 		$1.17M Buy
2,945
+346
+13% +$145K 0.02% 334
2022
Q4 		$924K Buy
2,599
+15
+0.6% +$4.93K 0.02% 384
2022
Q3 		$698K Sell
2,584
-34
-1% -$9.9K 0.01% 425
2022
Q2 		$636K Buy
2,618
+86
+3% +$25.3K 0.01% 476
2022
Q1 		$899K Sell
2,532
-6
-0.2% -$1.96K 0.01% 422
2021
Q4 		$843K Buy
2,538
+6
+0.2% +$2.14K 0.01% 436
2021
Q3 		$889K Buy
2,532
+42
+2% +$14.1K 0.01% 411
2021
Q2 		$794K Buy
2,490
+7
+0.3% +$2.26K 0.01% 430
2021
Q1 		$818K Buy
2,483
+32
+1% +$9.06K 0.01% 399
2020
Q4 		$568K Sell
2,451
-4
-0.2% -$845 0.01% 462
2020
Q3 		$428K Hold
2,455
– – 0.01% 493
2020
Q2 		$366K Sell
2,455
-104
-4% -$13.2K 0.01% 544
2020
Q1 		$263K Sell
2,559
-1,370
-35% -$182K 0.01% 594
2019
Q4 		$655K Buy
3,929
+60
+2% +$8.71K 0.01% 467
2019
Q3 		$482K Buy
3,869
+1,587
+70% +$192K 0.01% 519
2019
Q2 		$303K Buy
2,282
+341
+18% +$43.3K 0.01% 644
2019
Q1 		$222K Buy
+1,941
New +$240K ﹤0.01% 729
2018
Q4 		– Sell
-1,584
Closed -$259K – 829
2018
Q3 		$259K Buy
1,584
+15
+1% +$2.33K 0.01% 691
2018
Q2 		$232K Buy
+1,569
New +$256K ﹤0.01% 716
2015
Q1 		– Sell
-3,052
Closed -$311K – 967
2014
Q4 		$311K Sell
3,052
-567
-16% -$60.8K 0.01% 735
2014
Q3 		$402K Buy
3,619
+1,412
+64% +$159K 0.01% 671
2014
Q2 		$231K Buy
+2,207
New +$216K ﹤0.01% 842

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Veritable's URI Position: Q3 2023 in Review

Veritable sold out of United Rentals (URI) in Q3 2023, closing a stake of 2,863 shares — an estimated $1.28M sold.

Veritable first reported a position in URI in Q2 2014 and held it in 23 quarters. The position peaked at $1.28M in Q2 2023. 987 funds tracked by Wall St. Rank hold URI as of Q3 2023.

  • Veritable reported no remaining United Rentals position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 2,863 United Rentals shares in Q3 2023, an estimated $1.28M.
  • Veritable first reported a position in United Rentals in Q2 2014 and held it in 23 quarters.
  • Veritable's United Rentals position peaked at $1.28M in Q2 2023.
  • 987 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.