BBA
URI icon

Brookfield BHS Advisors’s United Rentals URI Stock Holding History

Brookfield BHS 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
2020
Q1 		– Sell
-17,814
Closed -$2.97M – 67
2019
Q4 		$2.97M Buy
+17,814
New +$2.59M 0.55% 48

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brookfield BHS Advisors's URI Position: Q1 2020 in Review

Brookfield BHS Advisors sold out of United Rentals (URI) in Q1 2020, closing a stake of 17,814 shares — an estimated $2.97M sold.

Brookfield BHS Advisors first reported a position in URI in Q4 2019 and held it in 1 quarter. The position peaked at $2.97M in Q4 2019. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • Brookfield BHS Advisors reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • Brookfield BHS Advisors sold 17,814 United Rentals shares in Q1 2020, an estimated $2.97M.
  • Brookfield BHS Advisors first reported a position in United Rentals in Q4 2019 and held it in 1 quarter.
  • Brookfield BHS Advisors's United Rentals position peaked at $2.97M in Q4 2019.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Brookfield BHS Advisors's 13F filing for Q1 2020, filed 15 May 2020.