FANJ
URI icon

Financial Architects (New Jersey)’s United Rentals URI Stock Holding History

Financial Architects (New Jersey)’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
2020
Q1 		– Sell
-2,800
Closed -$467K – 930
2019
Q4 		$467K Buy
+2,800
New +$407K 0.1% 151
2019
Q3 		– Sell
-308
Closed -$41K – 1181
2019
Q2 		$41K Sell
308
-2,532
-89% -$321K 0.01% 552
2019
Q1 		$324K Buy
2,840
+2,831
+31,456% +$350K 0.06% 230
2018
Q4 		$1K Hold
9
– – ﹤0.01% 1299
2018
Q3 		$1K Hold
9
– – ﹤0.01% 1391
2018
Q2 		$1K Sell
9
-198
-96% -$32.4K ﹤0.01% 1292
2018
Q1 		$36K Sell
207
-52
-20% -$9.23K 0.01% 709
2017
Q4 		$45K Sell
259
-1,000
-79% -$152K 0.01% 719
2017
Q3 		$175K Buy
1,259
+1,070
+566% +$128K 0.03% 355
2017
Q2 		$21K Sell
189
-108
-36% -$12.1K ﹤0.01% 943
2017
Q1 		$37K Sell
297
-88
-23% -$10.7K 0.01% 750
2016
Q4 		$41K Buy
385
+19
+5% +$1.73K 0.01% 621
2016
Q3 		$29K Buy
366
+283
+341% +$21.7K 0.01% 746
2016
Q2 		$6K Hold
83
– – ﹤0.01% 1095
2016
Q1 		$5K Buy
+83
New +$4.61K ﹤0.01% 908
2015
Q3 		– Sell
-9
Closed -$1K – 877
2015
Q2 		$1K Buy
+9
New +$862 ﹤0.01% 1187
2014
Q3 		– Sell
-68
Closed -$7K – 976
2014
Q2 		$7K Buy
+68
New +$6.65K ﹤0.01% 727

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 $3.38T AUM 44.17% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Architects (New Jersey)'s URI Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of United Rentals (URI) in Q1 2020, closing a stake of 2,800 shares — an estimated $467K sold.

Financial Architects (New Jersey) first reported a position in URI in Q2 2014 and held it in 17 quarters. The position peaked at $467K in Q4 2019. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,800 United Rentals shares in Q1 2020, an estimated $467K.
  • Financial Architects (New Jersey) first reported a position in United Rentals in Q2 2014 and held it in 17 quarters.
  • Financial Architects (New Jersey)'s United Rentals position peaked at $467K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.