Woodson Capital Management’s United Rentals URI Stock Holding History

Woodson Capital 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
2024 Q1	–	Sell	-20,000	Closed	-$11.5M	–	45
2023 Q4	$11.5M	Buy	20,000 +3,000	+18%	+$1.42M	2.36%	14
2023 Q3	$7.56M	Sell	17,000 -6,630	-28%	-$3.03M	1.47%	30
2023 Q2	$10.5M	Buy	+23,630	New	+$8.76M	1.59%	23

Other funds holding URI

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Woodson Capital Management's URI Position: Q1 2024 in Review

Woodson Capital Management sold out of United Rentals (URI) in Q1 2024, closing a stake of 20,000 shares — an estimated $11.5M sold.

Woodson Capital Management first reported a position in URI in Q2 2023 and held it in 3 quarters. The position peaked at $11.5M in Q4 2023. 1,179 funds tracked by Wall St. Rank hold URI as of Q1 2024.

Woodson Capital Management reported no remaining United Rentals position as of Q1 2024 after selling out during the quarter.
Woodson Capital Management sold 20,000 United Rentals shares in Q1 2024, an estimated $11.5M.
Woodson Capital Management first reported a position in United Rentals in Q2 2023 and held it in 3 quarters.
Woodson Capital Management's United Rentals position peaked at $11.5M in Q4 2023.
1,179 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Woodson Capital Management's 13F filing for Q1 2024, filed 15 May 2024.