Burt Wealth Advisors’s United Rentals URI Stock Holding History

Burt Wealth 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 Q1	–	Sell	-167	Closed	-$39K	–	350
2020 Q4	$39K	Hold	167	–	–	0.01%	198
2020 Q3	$29K	Hold	167	–	–	0.01%	217
2020 Q2	$25K	Buy	167 +7	+4%	+$888	0.01%	218
2020 Q1	$16K	Hold	160	–	–	0.01%	244
2019 Q4	$27K	Hold	160	–	–	0.01%	214
2019 Q3	$20K	Hold	160	–	–	0.01%	241
2019 Q2	$21K	Hold	160	–	–	0.01%	233
2019 Q1	$18K	Hold	160	–	–	0.01%	252
2018 Q4	$16K	Hold	160	–	–	0.01%	254
2018 Q3	$26K	Hold	160	–	–	0.01%	232
2018 Q2	$24K	Hold	160	–	–	0.01%	235
2018 Q1	$28K	Hold	160	–	–	0.01%	232
2017 Q4	$28K	Hold	160	–	–	0.02%	226
2017 Q3	$22K	Hold	160	–	–	0.01%	227
2017 Q2	$18K	Hold	160	–	–	0.01%	257
2017 Q1	$20K	Hold	160	–	–	0.01%	224
2016 Q4	$17K	Hold	160	–	–	0.02%	245
2016 Q3	$12K	Hold	160	–	–	0.01%	255
2016 Q2	$10K	Hold	160	–	–	0.01%	266
2016 Q1	$10K	Buy	+160	New	+$8.89K	0.01%	324

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 $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Burt Wealth Advisors's URI Position: Q1 2021 in Review

Burt Wealth Advisors sold out of United Rentals (URI) in Q1 2021, closing a stake of 167 shares — an estimated $39K sold.

Burt Wealth Advisors first reported a position in URI in Q1 2016 and held it in 20 quarters. The position peaked at $39K in Q4 2020. 809 funds tracked by Wall St. Rank hold URI as of Q1 2021.

Burt Wealth Advisors reported no remaining United Rentals position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 167 United Rentals shares in Q1 2021, an estimated $39K.
Burt Wealth Advisors first reported a position in United Rentals in Q1 2016 and held it in 20 quarters.
Burt Wealth Advisors's United Rentals position peaked at $39K in Q4 2020.
809 funds tracked by Wall St. Rank held United Rentals as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.