Wipfli Financial Advisors’s United Rentals URI Stock Holding History

Wipfli Financial 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
2022 Q3	$200K	Buy	+742	New	+$216K	0.01%	451

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wipfli Financial Advisors's URI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in United Rentals (URI) in Q3 2022: 742 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings.

851 funds tracked by Wall St. Rank hold URI as of Q3 2022.

Wipfli Financial Advisors held 742 shares of United Rentals worth $200K as of Q3 2022.
United Rentals was a new Wipfli Financial Advisors position in Q3 2022.
United Rentals made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #451 holding.
851 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.