AG
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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 $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $1.61T AUM 30.72% 1-Year Est. Return