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Edmonds Duncan Registered Investment Advisors’s United Rentals URI Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
-889
Closed -$273K – 154
2021
Q4 		$273K Buy
889
+138
+18% +$49.2K 0.07% 110
2021
Q3 		$264K Buy
751
+38
+5% +$12.8K 0.08% 118
2021
Q2 		$227K Buy
+713
New +$230K 0.07% 129

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's URI Position: Q1 2022 in Review

Edmonds Duncan Registered Investment Advisors sold out of United Rentals (URI) in Q1 2022, closing a stake of 889 shares — an estimated $273K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in URI in Q2 2021 and held it in 3 quarters. The position peaked at $273K in Q4 2021. 906 funds tracked by Wall St. Rank hold URI as of Q1 2022.

  • Edmonds Duncan Registered Investment Advisors reported no remaining United Rentals position as of Q1 2022 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 889 United Rentals shares in Q1 2022, an estimated $273K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in United Rentals in Q2 2021 and held it in 3 quarters.
  • Edmonds Duncan Registered Investment Advisors's United Rentals position peaked at $273K in Q4 2021.
  • 906 funds tracked by Wall St. Rank held United Rentals as of Q1 2022.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.