Barometer Capital Management’s United Rentals URI Stock Holding History

Barometer Capital 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
2020 Q1	–	Sell	-2,800	Closed	-$467K	–	152
2019 Q4	$467K	Buy	+2,800	New	+$407K	0.07%	114
2018 Q2	–	Sell	-129,500	Closed	-$22.4M	–	178
2018 Q1	$22.4M	Buy	129,500 +67,300	+108%	+$12M	1.89%	18
2017 Q4	$10.7M	Buy	62,200 +30,600	+97%	+$4.66M	0.97%	37
2017 Q3	$4.38M	Buy	+31,600	New	+$3.78M	0.43%	77
2014 Q4	–	Sell	-56,300	Closed	-$6.25M	–	162
2014 Q3	$6.25M	Sell	56,300 -9,400	-14%	-$1.06M	0.5%	38
2014 Q2	$6.88M	Buy	65,700 +1,000	+2%	+$97.7K	1.31%	14
2014 Q1	$6.14M	Buy	64,700 +51,400	+386%	+$4.36M	1.34%	16
2013 Q4	$1.04M	Buy	+13,300	New	+$891K	0.26%	64

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barometer Capital Management's URI Position: Q1 2020 in Review

Barometer Capital Management sold out of United Rentals (URI) in Q1 2020, closing a stake of 2,800 shares — an estimated $467K sold.

Barometer Capital Management first reported a position in URI in Q4 2013 and held it in 8 quarters. The position peaked at $22.4M in Q1 2018. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

Barometer Capital Management reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
Barometer Capital Management sold 2,800 United Rentals shares in Q1 2020, an estimated $467K.
Barometer Capital Management first reported a position in United Rentals in Q4 2013 and held it in 8 quarters.
Barometer Capital Management's United Rentals position peaked at $22.4M in Q1 2018.
626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Barometer Capital Management's 13F filing for Q1 2020, filed 13 May 2020.