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Evolution Wealth Advisors’s United Rentals URI Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-27
Closed -$9K – 604
2021
Q3 		$9K Hold
27
– – ﹤0.01% 417
2021
Q2 		$9K Hold
27
– – ﹤0.01% 431
2021
Q1 		$9K Hold
27
– – ﹤0.01% 436
2020
Q4 		$6K Hold
27
– – ﹤0.01% 425
2020
Q3 		$5K Hold
27
– – ﹤0.01% 444
2020
Q2 		$4K Buy
+27
New +$3.42K ﹤0.01% 408
2019
Q3 		– Sell
-25
Closed -$3K – 588
2019
Q2 		$3K Buy
+25
New +$3.17K ﹤0.01% 367

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evolution Wealth Advisors's URI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of United Rentals (URI) in Q4 2021, closing a stake of 27 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in URI in Q2 2019 and held it in 7 quarters. The position peaked at $9K in Q3 2021. 909 funds tracked by Wall St. Rank hold URI as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining United Rentals position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 27 United Rentals shares in Q4 2021, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in United Rentals in Q2 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's United Rentals position peaked at $9K in Q3 2021.
  • 909 funds tracked by Wall St. Rank held United Rentals as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.