AWM
URI icon

Aevitas Wealth Management’s United Rentals URI Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-12
Closed -$1K – 326
2019
Q1 		$1K Sell
12
-27
-69% -$3.33K ﹤0.01% 368
2018
Q4 		$4K Buy
+39
New +$4.7K ﹤0.01% 351

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Aevitas Wealth Management's URI Position: Q2 2019 in Review

Aevitas Wealth Management sold out of United Rentals (URI) in Q2 2019, closing a stake of 12 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in URI in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2018. 668 funds tracked by Wall St. Rank hold URI as of Q2 2019.

  • Aevitas Wealth Management reported no remaining United Rentals position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 12 United Rentals shares in Q2 2019, an estimated $1K.
  • Aevitas Wealth Management first reported a position in United Rentals in Q4 2018 and held it in 2 quarters.
  • Aevitas Wealth Management's United Rentals position peaked at $4K in Q4 2018.
  • 668 funds tracked by Wall St. Rank held United Rentals as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.