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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return