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VitalStone Financial’s United Rentals URI Stock Holding History

VitalStone Financial’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 		$2.43K Hold
3
– – ﹤0.01% 375
2024
Q2 		$1.94K Sell
3
-477
-99% -$317K ﹤0.01% 399
2024
Q1 		$346K Buy
480
+477
+15,900% +$306K 0.26% 66
2023
Q4 		$2K Hold
3
– – ﹤0.01% 429
2023
Q3 		$1K Buy
+3
New +$1.37K ﹤0.01% 442
2023
Q2 		– Sell
-8
Closed -$3K – 1056
2023
Q1 		$3K Buy
+8
New +$3.36K ﹤0.01% 285

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VitalStone Financial's URI Position: Q3 2024 in Review

VitalStone Financial held its United Rentals (URI) position steady in Q3 2024 at 3 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

VitalStone Financial first reported a position in URI in Q1 2023 and has held it in 6 quarters since. The position peaked at $346K in Q1 2024. 1,238 funds tracked by Wall St. Rank hold URI as of Q3 2024.

  • VitalStone Financial held 3 shares of United Rentals worth $2.43K as of Q3 2024.
  • VitalStone Financial left its United Rentals share count unchanged in Q3 2024.
  • United Rentals made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #375 holding.
  • VitalStone Financial first reported a position in United Rentals in Q1 2023 and has held it in 6 quarters since.
  • VitalStone Financial's United Rentals position peaked at $346K in Q1 2024.
  • 1,238 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.