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Almanack Investment Partners’s United Rentals URI Stock Holding History

Almanack Investment Partners’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
-3,350
Closed -$701K – 460
2020
Q3 		$701K Buy
3,350
+1,106
+49% +$186K 0.09% 155
2020
Q2 		$334K Buy
+2,244
New +$285K 0.06% 173

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T. Rowe Price Associates
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KBC Group
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Invesco
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AllianceBernstein
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LAM
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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

Almanack Investment Partners's URI Position: Q4 2020 in Review

Almanack Investment Partners sold out of United Rentals (URI) in Q4 2020, closing a stake of 3,350 shares — an estimated $701K sold.

Almanack Investment Partners first reported a position in URI in Q2 2020 and held it in 2 quarters. The position peaked at $701K in Q3 2020. 767 funds tracked by Wall St. Rank hold URI as of Q4 2020.

  • Almanack Investment Partners reported no remaining United Rentals position as of Q4 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 3,350 United Rentals shares in Q4 2020, an estimated $701K.
  • Almanack Investment Partners first reported a position in United Rentals in Q2 2020 and held it in 2 quarters.
  • Almanack Investment Partners's United Rentals position peaked at $701K in Q3 2020.
  • 767 funds tracked by Wall St. Rank held United Rentals as of Q4 2020.

Based on Almanack Investment Partners's 13F filing for Q4 2020, filed 3 Feb 2021.