Warther Private Wealth’s United Rentals URI Stock Holding History

Warther Private Wealth’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 Q2	–	Sell	-583	Closed	-$231K	–	72
2023 Q1	$231K	Sell	583 -123	-17%	-$51.7K	0.18%	60
2022 Q4	$251K	Sell	706 -313	-31%	-$103K	0.19%	69
2022 Q3	$275K	Sell	1,019 -481	-32%	-$140K	0.22%	69
2022 Q2	$367K	Sell	1,500 -470	-24%	-$138K	0.27%	78
2022 Q1	$697K	Buy	1,970 +267	+16%	+$87.2K	0.45%	62
2021 Q4	$563K	Hold	1,703	–	–	0.42%	64
2021 Q3	$610K	Hold	1,703	–	–	0.54%	51
2021 Q2	$547K	Buy	+1,703	New	+$550K	0.53%	53

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Warther Private Wealth's URI Position: Q2 2023 in Review

Warther Private Wealth sold out of United Rentals (URI) in Q2 2023, closing a stake of 583 shares — an estimated $231K sold.

Warther Private Wealth first reported a position in URI in Q2 2021 and held it in 8 quarters. The position peaked at $697K in Q1 2022. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

Warther Private Wealth reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
Warther Private Wealth sold 583 United Rentals shares in Q2 2023, an estimated $231K.
Warther Private Wealth first reported a position in United Rentals in Q2 2021 and held it in 8 quarters.
Warther Private Wealth's United Rentals position peaked at $697K in Q1 2022.
985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on Warther Private Wealth's 13F filing for Q2 2023, filed 31 Jul 2023.