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Advisor Group’s United Rentals URI Stock Holding History

Advisor Group’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
Q4 		$4M Buy
24,011
+12,898
+116% +$1.87M 0.03% 490
2019
Q3 		$1.38M Sell
11,113
-15,331
-58% -$1.86M 0.01% 960
2019
Q2 		$3.51M Sell
26,444
-1,229
-4% -$156K 0.03% 530
2019
Q1 		$3.16M Sell
27,673
-440
-2% -$54.3K 0.03% 523
2018
Q4 		$2.88M Buy
28,113
+2,096
+8% +$252K 0.03% 490
2018
Q3 		$4.26M Buy
26,017
+7,349
+39% +$1.14M 0.04% 371
2018
Q2 		$2.75M Sell
18,668
-3,757
-17% -$614K 0.04% 430
2018
Q1 		$3.87M Sell
22,425
-3,014
-12% -$535K 0.05% 324
2017
Q4 		$4.37M Sell
25,439
-1,174
-4% -$179K 0.06% 298
2017
Q3 		$3.69M Buy
26,613
+7,260
+38% +$867K 0.06% 306
2017
Q2 		$2.18M Buy
19,353
+2,011
+12% +$225K 0.04% 453
2017
Q1 		$2.17M Buy
17,342
+4,733
+38% +$576K 0.04% 434
2016
Q4 		$1.33M Buy
12,609
+1,598
+15% +$145K 0.03% 552
2016
Q3 		$865K Buy
11,011
+3,773
+52% +$289K 0.02% 690
2016
Q2 		$483K Buy
+7,238
New +$473K 0.01% 938

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Group's URI Position: Q4 2019 in Review

Advisor Group increased its United Rentals (URI) stake by 116% in Q4 2019, buying an estimated $1.87M and bringing the position to 24,011 shares worth $4M. The position accounts for 0.03% of the portfolio, ranked #490.

Advisor Group first reported a position in URI in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.37M in Q4 2017. 707 funds tracked by Wall St. Rank hold URI as of Q4 2019.

  • Advisor Group held 24,011 shares of United Rentals worth $4M as of Q4 2019.
  • Advisor Group bought 12,898 United Rentals shares in Q4 2019, an estimated $1.87M.
  • United Rentals made up 0.03% of Advisor Group's portfolio in Q4 2019, its #490 holding.
  • Advisor Group first reported a position in United Rentals in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's United Rentals position peaked at $4.37M in Q4 2017.
  • 707 funds tracked by Wall St. Rank held United Rentals as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.