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Cornerstone Advisors (Washington)’s United Rentals URI Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$63K Buy
361
+4
+1% +$672 0.01% 233
2020
Q2 		$53K Buy
357
+3
+0.8% +$381 0.01% 253
2020
Q1 		$36K Buy
354
+144
+69% +$19.1K 0.01% 262
2019
Q4 		$35K Buy
210
+4
+2% +$581 ﹤0.01% 290
2019
Q3 		$26K Sell
206
-397
-66% -$48.1K ﹤0.01% 311
2019
Q2 		$80K Buy
603
+32
+6% +$4.06K 0.01% 295
2019
Q1 		$65K Buy
571
+2
+0.4% +$247 0.01% 301
2018
Q4 		$58K Buy
569
+14
+3% +$1.69K 0.01% 270
2018
Q3 		$91K Buy
555
+8
+1% +$1.25K 0.06% 226
2018
Q2 		$81K Buy
547
+9
+2% +$1.47K 0.06% 233
2018
Q1 		$93K Buy
538
+116
+27% +$20.6K 0.06% 202
2017
Q4 		$73K Hold
422
– – 0.05% 226
2017
Q3 		$59K Sell
422
-129
-23% -$15.4K 0.04% 251
2017
Q2 		$62K Buy
551
+6
+1% +$670 0.03% 247
2017
Q1 		$68K Hold
545
– – 0.04% 238
2016
Q4 		$58K Buy
545
+189
+53% +$17.2K 0.05% 248
2016
Q3 		$28K Buy
+356
New +$27.3K 0.02% 383
2016
Q1 		– Sell
-60
Closed -$4K – 942
2015
Q4 		$4K Hold
60
– – ﹤0.01% 620
2015
Q3 		$4K Buy
60
+52
+650% +$3.61K ﹤0.01% 613
2015
Q2 		$1K Sell
8
-16
-67% -$1.53K ﹤0.01% 735
2015
Q1 		$2K Hold
24
– – ﹤0.01% 657
2014
Q4 		$2K Buy
24
+16
+200% +$1.72K ﹤0.01% 630
2014
Q3 		$1K Sell
8
-4
-33% -$450 ﹤0.01% 570
2014
Q2 		$1K Hold
12
– – ﹤0.01% 613
2014
Q1 		$1K Buy
12
+4
+50% +$339 ﹤0.01% 549
2013
Q4 		$1K Buy
+8
New +$536 ﹤0.01% 338

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Advisors (Washington)'s URI Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its United Rentals (URI) stake by 1.1% in Q3 2020, buying an estimated $672 and bringing the position to 361 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #233.

Cornerstone Advisors (Washington) first reported a position in URI in Q4 2013 and has held it in 26 quarters since. The position peaked at $93K in Q1 2018. 669 funds tracked by Wall St. Rank hold URI as of Q3 2020.

  • Cornerstone Advisors (Washington) held 361 shares of United Rentals worth $63K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 4 United Rentals shares in Q3 2020, an estimated $672.
  • United Rentals made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #233 holding.
  • Cornerstone Advisors (Washington) first reported a position in United Rentals in Q4 2013 and has held it in 26 quarters since.
  • Cornerstone Advisors (Washington)'s United Rentals position peaked at $93K in Q1 2018.
  • 669 funds tracked by Wall St. Rank held United Rentals as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.