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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

URI holding history

United Rentals, Inc. in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

URI overviewAll 13F holders of URIFull Q1 2024 holdings

Shares (Q1 2024)
65
Value
$46.9K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of URI by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202465$46.9K<0.1%00.0%UnchangedHolders
Q4 202365$37.3K<0.1%00.0%UnchangedHolders
Q3 202365$28.9K<0.1%+21+47.7%AddedHolders
Q2 202344$19.6K<0.1%00.0%UnchangedHolders
Q1 202344$17.0K<0.1%00.0%UnchangedHolders
Q4 202244$16.0K<0.1%+44NewHolders
Q3 20220$00.0%−83−100.0%Sold outHolders
Q2 202283$20.0K<0.1%+39+88.6%AddedHolders
Q1 202244$16.0K<0.1%+22+100.0%AddedHolders
Q4 202122$7.00K<0.1%+4+22.2%AddedHolders
Q3 202118$6.00K<0.1%00.0%UnchangedHolders
Q2 202118$6.00K<0.1%00.0%UnchangedHolders
Q1 202118$6.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.