Number of Shares
13,900.00
Current Holdings Value*
$7.97 Mil
% of Portfolio
8.57%
Total Estimate Gain
$5.59 Mil
% of Total Estimate Gain
76.59%

Charles Carroll Financial Partners, LLC's United Rentals Inc Holding Summary

As of 2023-12-31, Charles Carroll Financial Partners, LLC held 13,900.00 shares of United Rentals Inc(URI), totaling $7.97 Mil. This investment constitutes 8.57% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0.02% of the outstanding United Rentals Inc(URI) stock.

The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 2 purchases of URI, at an average price of $369.00, for a total of 19,770.00 shares. In addition, there have been 5 sales at an average price of $321.38 for 5,870.00 shares. Based on historical transaction data and URI's current price of $791.04, Charles Carroll Financial Partners, LLC's estimated gain on his URI holdings is $5.59 Mil, reflecting a 76.59% gain to date.

Charles Carroll Financial Partners, LLC URI ($791.04) Holding Chart

Charles Carroll Financial Partners, LLC URI ($791.04) 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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