Zeke Capital Advisors’s United Rentals URI Stock Holding History

Zeke Capital 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 Q4	$229K	Buy	+645	New	+$212K	0.02%	414
2022 Q2	–	Sell	-766	Closed	-$272K	–	537
2022 Q1	$272K	Buy	+766	New	+$250K	0.01%	398
2020 Q1	–	Sell	-2,667	Closed	-$445K	–	498
2019 Q4	$445K	Buy	2,667 +82	+3%	+$11.9K	0.04%	404
2019 Q3	$322K	Buy	2,585 +17	+0.7%	+$2.06K	0.03%	445
2019 Q2	$341K	Sell	2,568 -786	-23%	-$99.8K	0.03%	444
2019 Q1	$383K	Sell	3,354 -805	-19%	-$99.4K	0.04%	422
2018 Q4	$426K	Buy	4,159 +2,904	+231%	+$350K	0.04%	364
2018 Q3	$205K	Buy	+1,255	New	+$195K	0.02%	602
2018 Q2	–	Sell	-1,255	Closed	-$217K	–	703
2018 Q1	$217K	Hold	1,255	–	–	0.02%	550
2017 Q4	$216K	Buy	+1,255	New	+$191K	0.02%	488

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

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

Norges Bank Oslo, Norway $935B AUM

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Zeke Capital Advisors's URI Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in United Rentals (URI) in Q4 2022: 645 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #414 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in URI as recently as Q1 2022.

Zeke Capital Advisors first reported a position in URI in Q4 2017 and has held it in 10 quarters since. The position peaked at $445K in Q4 2019. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

Zeke Capital Advisors held 645 shares of United Rentals worth $229K as of Q4 2022.
United Rentals was a new Zeke Capital Advisors position in Q4 2022.
United Rentals made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #414 holding.
Zeke Capital Advisors first reported a position in United Rentals in Q4 2017 and has held it in 10 quarters since.
Zeke Capital Advisors's United Rentals position peaked at $445K in Q4 2019.
940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.