Calvert Balanced Fund URI Holdings History

Number of Shares
14,800.00
Current Holdings Value*
$9.28 Mil
% of Portfolio
1.15%
Total Estimate Gain
$1.91 Mil
% of Total Estimate Gain
18.82%

Calvert Balanced Fund's United Rentals Inc Holding Summary

As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 14,800.00 shares of United Rentals Inc(URI), totaling $9.28 Mil. This investment constitutes 1.15% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0.02% of the outstanding United Rentals Inc(URI) stock.

The initial trade took place in 2025Q1. And since then Calvert Balanced Fund has made 1 purchases of URI, at an average price of $687.44, for a total of 14,800.00 shares. Based on historical transaction data and URI's current price of $816.81, Calvert Balanced Fund's estimated gain on his URI holdings is $1.91 Mil, reflecting a 18.82% gain to date.

Calvert Balanced Fund URI ($816.81) Holding Chart

Calvert Balanced Fund URI ($816.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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