Win Advisors’s United Rentals URI Stock Holding History

Win Advisors’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	–	Sell	-647	Closed	-$467K	–	76
2024 Q1	$467K	Buy	+647	New	+$415K	0.21%	36

Other funds holding URI

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Win Advisors's URI Position: Q2 2024 in Review

Win Advisors sold out of United Rentals (URI) in Q2 2024, closing a stake of 647 shares — an estimated $467K sold.

Win Advisors first reported a position in URI in Q1 2024 and held it in 1 quarter. The position peaked at $467K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold URI as of Q2 2024.

Win Advisors reported no remaining United Rentals position as of Q2 2024 after selling out during the quarter.
Win Advisors sold 647 United Rentals shares in Q2 2024, an estimated $467K.
Win Advisors first reported a position in United Rentals in Q1 2024 and held it in 1 quarter.
Win Advisors's United Rentals position peaked at $467K in Q1 2024.
1,175 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on Win Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.