Edge Wealth Management’s United Rentals URI Stock Holding History

Edge 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
2022 Q1	–	Sell	-9	Closed	-$3K	–	436
2021 Q4	$3K	Hold	9	–	–	﹤0.01%	401
2021 Q3	$3K	Buy	+9	New	+$3.02K	﹤0.01%	411
2016 Q3	–	Sell	-345	Closed	-$23K	–	519
2016 Q2	$23K	Buy	+345	New	+$22.5K	0.01%	244
2015 Q3	–	Sell	-350	Closed	-$31K	–	483
2015 Q2	$31K	Hold	350	–	–	0.01%	222
2015 Q1	$32K	Hold	350	–	–	0.01%	221
2014 Q4	$36K	Hold	350	–	–	0.01%	221
2014 Q3	$39K	Hold	350	–	–	0.02%	212
2014 Q2	$37K	Buy	+350	New	+$34.2K	0.02%	204

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

Edge Wealth Management's URI Position: Q1 2022 in Review

Edge Wealth Management sold out of United Rentals (URI) in Q1 2022, closing a stake of 9 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in URI in Q2 2014 and held it in 8 quarters. The position peaked at $39K in Q3 2014. 906 funds tracked by Wall St. Rank hold URI as of Q1 2022.

Edge Wealth Management reported no remaining United Rentals position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 9 United Rentals shares in Q1 2022, an estimated $3K.
Edge Wealth Management first reported a position in United Rentals in Q2 2014 and held it in 8 quarters.
Edge Wealth Management's United Rentals position peaked at $39K in Q3 2014.
906 funds tracked by Wall St. Rank held United Rentals as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.