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Walden Wealth Partners’s United Rentals URI Stock Holding History

Walden Wealth Partners’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
Q2 		$224K Sell
347
-185
-35% -$123K 0.13% 78
2024
Q1 		$369K Sell
532
-18
-3% -$11.6K 0.21% 57
2023
Q4 		$315K Buy
+550
New +$259K 0.2% 59

Other funds holding URI

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Walden Wealth Partners's URI Position: Q2 2024 in Review

Walden Wealth Partners reduced its United Rentals (URI) stake by 35% in Q2 2024, selling an estimated $123K and leaving 347 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #78.

Walden Wealth Partners first reported a position in URI in Q4 2023 and has held it in 3 quarters since. The position peaked at $369K in Q1 2024. 1,173 funds tracked by Wall St. Rank hold URI as of Q2 2024.

  • Walden Wealth Partners held 347 shares of United Rentals worth $224K as of Q2 2024.
  • Walden Wealth Partners sold 185 United Rentals shares in Q2 2024, an estimated $123K.
  • United Rentals made up 0.13% of Walden Wealth Partners's portfolio in Q2 2024, its #78 holding.
  • Walden Wealth Partners first reported a position in United Rentals in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's United Rentals position peaked at $369K in Q1 2024.
  • 1,173 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.