Doyle Wealth Management’s United Rentals URI Stock Holding History

Doyle Wealth Management’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
2019 Q1	–	Sell	-270	Closed	-$28K	–	714
2018 Q4	$28K	Buy	+270	New	+$32.5K	﹤0.01%	465

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

LAM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's URI Position: Q1 2019 in Review

Doyle Wealth Management sold out of United Rentals (URI) in Q1 2019, closing a stake of 270 shares — an estimated $28K sold.

Doyle Wealth Management first reported a position in URI in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 680 funds tracked by Wall St. Rank hold URI as of Q1 2019.

Doyle Wealth Management reported no remaining United Rentals position as of Q1 2019 after selling out during the quarter.
Doyle Wealth Management sold 270 United Rentals shares in Q1 2019, an estimated $28K.
Doyle Wealth Management first reported a position in United Rentals in Q4 2018 and held it in 1 quarter.
Doyle Wealth Management's United Rentals position peaked at $28K in Q4 2018.
680 funds tracked by Wall St. Rank held United Rentals as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.