Berman Capital Advisors’s United Rentals URI Stock Holding History

Berman Capital 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 Q3	$129K	Buy	370 +84	+29%	+$28.2K	0.02%	370
2021 Q2	$90K	Buy	286 +42	+17%	+$13.6K	0.01%	413
2021 Q1	$79K	Buy	244 +125	+105%	+$35.4K	0.02%	357
2020 Q4	$27K	Sell	119 -16	-12%	-$3.38K	0.01%	595
2020 Q3	$22K	Hold	135	–	–	0.01%	554
2020 Q2	$19K	Sell	135 -20	-13%	-$2.54K	0.01%	564
2020 Q1	$15K	Buy	155 +11	+8%	+$1.46K	﹤0.01%	573
2019 Q4	$24K	Hold	144	–	–	0.01%	485
2019 Q3	$17K	Buy	144 +67	+87%	+$8.12K	0.01%	561
2019 Q2	$10K	Sell	77 -21	-21%	-$2.67K	﹤0.01%	745
2019 Q1	$11K	Buy	98 +26	+36%	+$3.21K	﹤0.01%	637
2018 Q4	$7K	Buy	+72	New	+$8.67K	﹤0.01%	609

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

LAM

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

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

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

Berman Capital Advisors's URI Position: Q3 2021 in Review

Berman Capital Advisors increased its United Rentals (URI) stake by 29% in Q3 2021, buying an estimated $28.2K and bringing the position to 370 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #370.

Berman Capital Advisors first reported a position in URI in Q4 2018 and has held it in 12 quarters since. 843 funds tracked by Wall St. Rank hold URI as of Q3 2021.

Berman Capital Advisors held 370 shares of United Rentals worth $129K as of Q3 2021.
Berman Capital Advisors bought 84 United Rentals shares in Q3 2021, an estimated $28.2K.
United Rentals made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #370 holding.
Berman Capital Advisors first reported a position in United Rentals in Q4 2018 and has held it in 12 quarters since.
843 funds tracked by Wall St. Rank held United Rentals as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.