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Adams Wealth Management’s United Rentals URI Stock Holding History

Adams Wealth Management’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
2020
Q4 		– Sell
-128
Closed -$22K – 323
2020
Q3 		$22K Buy
+128
New +$21.5K 0.02% 147
2020
Q2 		– Sell
-3,172
Closed -$326K – 91
2020
Q1 		$326K Sell
3,172
-473
-13% -$62.7K 0.41% 43
2019
Q4 		$608K Buy
+3,645
New +$529K 0.51% 54

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adams Wealth Management's URI Position: Q4 2020 in Review

Adams Wealth Management sold out of United Rentals (URI) in Q4 2020, closing a stake of 128 shares — an estimated $22K sold.

Adams Wealth Management first reported a position in URI in Q4 2019 and held it in 3 quarters. The position peaked at $608K in Q4 2019. 767 funds tracked by Wall St. Rank hold URI as of Q4 2020.

  • Adams Wealth Management reported no remaining United Rentals position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 128 United Rentals shares in Q4 2020, an estimated $22K.
  • Adams Wealth Management first reported a position in United Rentals in Q4 2019 and held it in 3 quarters.
  • Adams Wealth Management's United Rentals position peaked at $608K in Q4 2019.
  • 767 funds tracked by Wall St. Rank held United Rentals as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.