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Advantage Investment Management’s United Rentals URI Stock Holding History

Advantage Investment 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
2019
Q3 		$22K Sell
180
-146
-45% -$17.7K 0.02% 508
2019
Q2 		$43K Hold
326
– – 0.03% 377
2019
Q1 		$37K Hold
326
– – 0.03% 409
2018
Q4 		$33K Hold
326
– – 0.03% 422
2018
Q3 		$53K Hold
326
– – 0.03% 381
2018
Q2 		$48K Hold
326
– – 0.04% 373
2018
Q1 		$56K Hold
326
– – 0.02% 364
2017
Q4 		$56K Hold
326
– – 0.02% 379
2017
Q3 		$45K Sell
326
-17
-5% -$2.03K 0.01% 412
2017
Q2 		$39K Buy
343
+17
+5% +$1.9K 0.01% 441
2017
Q1 		$41K Hold
326
– – 0.02% 384
2016
Q4 		$34K Sell
326
-200
-38% -$18.2K 0.01% 409
2016
Q3 		$41K Sell
526
-400
-43% -$30.7K 0.02% 361
2016
Q2 		$62K Hold
926
– – 0.03% 308
2016
Q1 		$58K Hold
926
– – 0.02% 307
2015
Q4 		$67K Sell
926
-45
-5% -$3.25K 0.03% 292
2015
Q3 		$58K Hold
971
– – 0.03% 292
2015
Q2 		$85K Hold
971
– – 0.04% 269
2015
Q1 		$89K Buy
971
+100
+11% +$8.99K 0.05% 260
2014
Q4 		$89K Buy
+871
New +$93.3K 0.07% 229

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advantage Investment Management's URI Position: Q3 2019 in Review

Advantage Investment Management reduced its United Rentals (URI) stake by 45% in Q3 2019, selling an estimated $17.7K and leaving 180 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #508.

Advantage Investment Management first reported a position in URI in Q4 2014 and has held it in 20 quarters since. The position peaked at $89K in Q1 2015. 655 funds tracked by Wall St. Rank hold URI as of Q3 2019.

  • Advantage Investment Management held 180 shares of United Rentals worth $22K as of Q3 2019.
  • Advantage Investment Management sold 146 United Rentals shares in Q3 2019, an estimated $17.7K.
  • United Rentals made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #508 holding.
  • Advantage Investment Management first reported a position in United Rentals in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's United Rentals position peaked at $89K in Q1 2015.
  • 655 funds tracked by Wall St. Rank held United Rentals as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.