Wilen Investment Management’s United Rentals URI Stock Holding History

Wilen Investment Management’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 Q3	$5.18M	Hold	19,266	–	–	5.28%	6
2022 Q2	$4.66M	Buy	19,266 +300	+2%	+$88.3K	4.05%	8
2022 Q1	$6.72M	Hold	18,966	–	–	5.07%	5
2021 Q4	$6.29M	Sell	18,966 -600	-3%	-$214K	4.8%	7
2021 Q3	$6.85M	Hold	19,566	–	–	5.6%	6
2021 Q2	$6.22M	Sell	19,566 -150	-0.8%	-$48.4K	5.35%	6
2021 Q1	$6.48M	Sell	19,716 -750	-4%	-$212K	5.74%	5
2020 Q4	$4.74M	Sell	20,466 -925	-4%	-$195K	4.78%	6
2020 Q3	$4.42M	Sell	21,391 -2,650	-11%	-$445K	4.8%	6
2020 Q2	$3.57M	Sell	24,041 -2,550	-10%	-$324K	4.6%	7
2020 Q1	$2.71M	Sell	26,591 -575	-2%	-$76.2K	4.06%	6
2019 Q4	$4.52M	Sell	27,166 -1,259	-4%	-$183K	3.54%	9
2019 Q3	$3.52M	Buy	28,425 +3,555	+14%	+$431K	2.73%	12
2019 Q2	$3.28M	Buy	24,870 +2,250	+10%	+$286K	2.55%	13
2019 Q1	$2.58M	Buy	22,620 +7,720	+52%	+$953K	1.96%	17
2018 Q4	$1.52M	Buy	+14,900	New	+$1.79M	1.31%	23

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wilen Investment Management's URI Position: Q3 2022 in Review

Wilen Investment Management held its United Rentals (URI) position steady in Q3 2022 at 19,266 shares worth $5.18M. The position accounts for 5.28% of the portfolio, ranked #6.

Wilen Investment Management first reported a position in URI in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.85M in Q3 2021. 852 funds tracked by Wall St. Rank hold URI as of Q3 2022.

Wilen Investment Management held 19,266 shares of United Rentals worth $5.18M as of Q3 2022.
Wilen Investment Management left its United Rentals share count unchanged in Q3 2022.
United Rentals made up 5.28% of Wilen Investment Management's portfolio in Q3 2022, its #6 holding.
Wilen Investment Management first reported a position in United Rentals in Q4 2018 and has held it in 16 quarters since.
Wilen Investment Management's United Rentals position peaked at $6.85M in Q3 2021.
852 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.