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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
2019
Q3 		– Sell
-300
Closed -$40K – 1180
2019
Q2 		$40K Hold
300
– – 0.01% 556
2019
Q1 		$34K Buy
+300
New +$37K 0.01% 728
2018
Q4 		– Sell
-800
Closed -$131K – 1504
2018
Q3 		$131K Buy
+800
New +$125K 0.02% 399
2018
Q2 		– Sell
-2,200
Closed -$381K – 1506
2018
Q1 		$381K Buy
2,200
+1,000
+83% +$178K 0.07% 192
2017
Q4 		$206K Buy
1,200
+400
+50% +$60.9K 0.03% 317
2017
Q3 		$111K Buy
800
+200
+33% +$23.9K 0.02% 477
2017
Q2 		$68K Buy
600
+200
+50% +$22.3K 0.01% 576
2017
Q1 		$50K Buy
+400
New +$48.7K 0.01% 654

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
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.