WR Wealth Planners’s United Rentals URI Stock Holding History

WR Wealth Planners’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 Q4	$78.2K	Buy	111 +9	+9%	+$7.32K	0.03%	265
2024 Q3	$82.6K	Buy	102 +41	+67%	+$29.5K	0.02%	280
2024 Q2	$39.5K	Sell	61 -8	-12%	-$5.32K	0.01%	354
2024 Q1	$49.8K	Buy	+69	New	+$44.3K	0.02%	333
2023 Q4	–	Sell	-82	Closed	-$36.5K	–	822
2023 Q3	$36.5K	Buy	82 +51	+165%	+$23.3K	0.01%	356
2023 Q2	$13.8K	Buy	+31	New	+$11.5K	0.01%	493

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WR Wealth Planners's URI Position: Q4 2024 in Review

WR Wealth Planners increased its United Rentals (URI) stake by 8.8% in Q4 2024, buying an estimated $7.32K and bringing the position to 111 shares worth $78.2K. The position accounts for 0.03% of the portfolio, ranked #265.

WR Wealth Planners first reported a position in URI in Q2 2023 and has held it in 6 quarters since. The position peaked at $82.6K in Q3 2024. 1,331 funds tracked by Wall St. Rank hold URI as of Q4 2024.

WR Wealth Planners held 111 shares of United Rentals worth $78.2K as of Q4 2024.
WR Wealth Planners bought 9 United Rentals shares in Q4 2024, an estimated $7.32K.
United Rentals made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #265 holding.
WR Wealth Planners first reported a position in United Rentals in Q2 2023 and has held it in 6 quarters since.
WR Wealth Planners's United Rentals position peaked at $82.6K in Q3 2024.
1,331 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.