Altus Wealth Group’s United Rentals URI Stock Holding History

Altus Wealth 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
2021 Q1	–	Sell	-12	Closed	-$3K	–	731
2020 Q4	$3K	Buy	+12	New	+$2.54K	﹤0.01%	723

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altus Wealth Group's URI Position: Q1 2021 in Review

Altus Wealth Group sold out of United Rentals (URI) in Q1 2021, closing a stake of 12 shares — an estimated $3K sold.

Altus Wealth Group first reported a position in URI in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 809 funds tracked by Wall St. Rank hold URI as of Q1 2021.

Altus Wealth Group reported no remaining United Rentals position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 12 United Rentals shares in Q1 2021, an estimated $3K.
Altus Wealth Group first reported a position in United Rentals in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's United Rentals position peaked at $3K in Q4 2020.
809 funds tracked by Wall St. Rank held United Rentals as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.