Number of Shares
1,571.00
Current Holdings Value*
$984,550.00
% of Portfolio
2.31%
Total Estimate Gain
$739,638.01
% of Total Estimate Gain
126.95%

X-Square Balanced Fund's United Rentals Inc Holding Summary

As of 2025-03-31, X-Square Balanced Fund held 1,571.00 shares of United Rentals Inc(URI), totaling $984,550.00. This investment constitutes 2.31% of their stock portfolio, and X-Square Balanced Fund now holds 0% of the outstanding United Rentals Inc(URI) stock.

The initial trade took place in 2020Q3. And since then X-Square Balanced Fund has made 13 purchases of URI, at an average price of $350.14, for a total of 1,664.00 shares. In addition, there have been 1 sales at an average price of $420.03 for 93.00 shares. Based on historical transaction data and URI's current price of $816.81, X-Square Balanced Fund's estimated gain on his URI holdings is $739,638.01, reflecting a 126.95% gain to date.

X-Square Balanced Fund URI ($816.81) Holding Chart

X-Square 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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