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Xcel Wealth Management’s United Rentals URI Stock Holding History

Xcel Wealth 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
Q1 		– Sell
-1,225
Closed -$407K – 149
2021
Q4 		$407K Sell
1,225
-125
-9% -$44.6K 0.1% 114
2021
Q3 		$474K Sell
1,350
-100
-7% -$33.6K 0.14% 99
2021
Q2 		$463K Sell
1,450
-850
-37% -$274K 0.14% 96
2021
Q1 		$757K Hold
2,300
– – 0.27% 68
2020
Q4 		$533K Sell
2,300
-150
-6% -$31.7K 0.23% 76
2020
Q3 		$427K Sell
2,450
-300
-11% -$50.4K 0.22% 78
2020
Q2 		$409K Sell
2,750
-250
-8% -$31.7K 0.25% 72
2020
Q1 		$308K Buy
+3,000
New +$398K 0.28% 64

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Xcel Wealth Management's URI Position: Q1 2022 in Review

Xcel Wealth Management sold out of United Rentals (URI) in Q1 2022, closing a stake of 1,225 shares — an estimated $407K sold.

Xcel Wealth Management first reported a position in URI in Q1 2020 and held it in 8 quarters. The position peaked at $757K in Q1 2021. 906 funds tracked by Wall St. Rank hold URI as of Q1 2022.

  • Xcel Wealth Management reported no remaining United Rentals position as of Q1 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 1,225 United Rentals shares in Q1 2022, an estimated $407K.
  • Xcel Wealth Management first reported a position in United Rentals in Q1 2020 and held it in 8 quarters.
  • Xcel Wealth Management's United Rentals position peaked at $757K in Q1 2021.
  • 906 funds tracked by Wall St. Rank held United Rentals as of Q1 2022.

Based on Xcel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.