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1834 Investment Advisors’s United Rentals URI Stock Holding History

1834 Investment 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
2021
Q1 		– Sell
-3,000
Closed -$696K – 503
2020
Q4 		$696K Hold
3,000
– – 0.09% 106
2020
Q3 		$524K Hold
3,000
– – 0.08% 117
2020
Q2 		$447K Buy
3,000
+745
+33% +$94.5K 0.07% 122
2020
Q1 		$232K Sell
2,255
-200
-8% -$26.5K 0.04% 160
2019
Q4 		$409K Sell
2,455
-3,800
-61% -$552K 0.06% 132
2019
Q3 		$780K Buy
+6,255
New +$758K 0.11% 102
2017
Q4 		– Sell
-1,715
Closed -$238K – 459
2017
Q3 		$238K Buy
+1,715
New +$205K 0.04% 153

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1834 Investment Advisors's URI Position: Q1 2021 in Review

1834 Investment Advisors sold out of United Rentals (URI) in Q1 2021, closing a stake of 3,000 shares — an estimated $696K sold.

1834 Investment Advisors first reported a position in URI in Q3 2017 and held it in 7 quarters. The position peaked at $780K in Q3 2019. 809 funds tracked by Wall St. Rank hold URI as of Q1 2021.

  • 1834 Investment Advisors reported no remaining United Rentals position as of Q1 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 3,000 United Rentals shares in Q1 2021, an estimated $696K.
  • 1834 Investment Advisors first reported a position in United Rentals in Q3 2017 and held it in 7 quarters.
  • 1834 Investment Advisors's United Rentals position peaked at $780K in Q3 2019.
  • 809 funds tracked by Wall St. Rank held United Rentals as of Q1 2021.

Based on 1834 Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.