CNA Financial’s United Rentals URI Stock Holding History

CNA Financial’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 Q4	–	Sell	-2,990	Closed	-$522K	–	206
2020 Q3	$522K	Sell	2,990 -1,670	-36%	-$281K	0.19%	127
2020 Q2	$695K	Buy	+4,660	New	+$591K	0.28%	94
2020 Q1	–	Sell	-6,500	Closed	-$1.08M	–	164
2019 Q4	$1.08M	Sell	6,500 -3,300	-34%	-$479K	0.29%	94
2019 Q3	$1.22M	Sell	9,800 -14,300	-59%	-$1.73M	0.27%	98
2019 Q2	$3.2M	Hold	24,100	–	–	0.66%	52
2019 Q1	$2.75M	Sell	24,100 -5,400	-18%	-$667K	0.58%	56
2018 Q4	$3.02M	Sell	29,500 -7,500	-20%	-$903K	0.65%	44
2018 Q3	$6.05M	Hold	37,000	–	–	1.25%	18
2018 Q2	$5.46M	Sell	37,000 -3,000	-8%	-$490K	1.2%	19
2018 Q1	$6.91M	Hold	40,000	–	–	1.47%	13
2017 Q4	$6.88M	Hold	40,000	–	–	1.65%	11
2017 Q3	$5.55M	Buy	40,000 +13,000	+48%	+$1.55M	1.4%	13
2017 Q2	$3.04M	Buy	+27,000	New	+$3.01M	0.72%	38

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CNA Financial's URI Position: Q4 2020 in Review

CNA Financial sold out of United Rentals (URI) in Q4 2020, closing a stake of 2,990 shares — an estimated $522K sold.

CNA Financial first reported a position in URI in Q2 2017 and held it in 13 quarters. The position peaked at $6.91M in Q1 2018. 767 funds tracked by Wall St. Rank hold URI as of Q4 2020.

CNA Financial reported no remaining United Rentals position as of Q4 2020 after selling out during the quarter.
CNA Financial sold 2,990 United Rentals shares in Q4 2020, an estimated $522K.
CNA Financial first reported a position in United Rentals in Q2 2017 and held it in 13 quarters.
CNA Financial's United Rentals position peaked at $6.91M in Q1 2018.
767 funds tracked by Wall St. Rank held United Rentals as of Q4 2020.

Based on CNA Financial's 13F filing for Q4 2020, filed 12 Feb 2021.