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Bel Air Investment Advisors’s United Rentals URI Stock Holding History

Bel Air Investment Advisors’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
Q2 		– Sell
-823
Closed -$271K – 482
2021
Q1 		$271K Buy
+823
New +$233K 0.01% 346

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
Invesco
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bel Air Investment Advisors's URI Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of United Rentals (URI) in Q2 2021, closing a stake of 823 shares — an estimated $271K sold.

Bel Air Investment Advisors first reported a position in URI in Q1 2021 and held it in 1 quarter. The position peaked at $271K in Q1 2021. 843 funds tracked by Wall St. Rank hold URI as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining United Rentals position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 823 United Rentals shares in Q2 2021, an estimated $271K.
  • Bel Air Investment Advisors first reported a position in United Rentals in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's United Rentals position peaked at $271K in Q1 2021.
  • 843 funds tracked by Wall St. Rank held United Rentals as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.