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Wagner Wealth Management (South Carolina)’s United Rentals URI Stock Holding History

Wagner Wealth Management (South Carolina)’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 		– Sell
-68
Closed -$18K – 671
2022
Q3 		$18K Hold
68
– – 0.01% 341
2022
Q2 		$17K Buy
+68
New +$20K 0.01% 356
2022
Q1 		– Sell
-68
Closed -$23K – 633
2021
Q4 		$23K Hold
68
– – 0.02% 381
2021
Q3 		$26K Buy
68
+7
+11% +$2.35K 0.02% 341
2021
Q2 		$19K Buy
+61
New +$19.7K 0.01% 397

Other funds holding URI

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s URI Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of United Rentals (URI) in Q4 2022, closing a stake of 68 shares — an estimated $18K sold.

Wagner Wealth Management (South Carolina) first reported a position in URI in Q2 2021 and held it in 5 quarters. The position peaked at $26K in Q3 2021. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining United Rentals position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 68 United Rentals shares in Q4 2022, an estimated $18K.
  • Wagner Wealth Management (South Carolina) first reported a position in United Rentals in Q2 2021 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s United Rentals position peaked at $26K in Q3 2021.
  • 940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.