Cornerstone Advisory’s United Rentals URI Stock Holding History

Cornerstone Advisory’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
2022 Q1	–	Sell	-23	Closed	-$8K	–	748
2021 Q4	$8K	Buy	+23	New	+$8.2K	﹤0.01%	630

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LAM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Cornerstone Advisory's URI Position: Q1 2022 in Review

Cornerstone Advisory sold out of United Rentals (URI) in Q1 2022, closing a stake of 23 shares — an estimated $8K sold.

Cornerstone Advisory first reported a position in URI in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 906 funds tracked by Wall St. Rank hold URI as of Q1 2022.

Cornerstone Advisory reported no remaining United Rentals position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 23 United Rentals shares in Q1 2022, an estimated $8K.
Cornerstone Advisory first reported a position in United Rentals in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's United Rentals position peaked at $8K in Q4 2021.
906 funds tracked by Wall St. Rank held United Rentals as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.