FEG
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Financial Enhancement Group’s United Rentals URI Stock Holding History

Financial Enhancement Group’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
-13,560
Closed -$4.51M – 351
2021
Q4 		$4.51M Buy
13,560
+1,081
+9% +$385K 0.79% 33
2021
Q3 		$4.38M Buy
+12,479
New +$4.19M 0.83% 31

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Capital Research Global Investors
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Financial Enhancement Group's URI Position: Q1 2022 in Review

Financial Enhancement Group sold out of United Rentals (URI) in Q1 2022, closing a stake of 13,560 shares — an estimated $4.51M sold.

Financial Enhancement Group first reported a position in URI in Q3 2021 and held it in 2 quarters. The position peaked at $4.51M in Q4 2021. 906 funds tracked by Wall St. Rank hold URI as of Q1 2022.

  • Financial Enhancement Group reported no remaining United Rentals position as of Q1 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 13,560 United Rentals shares in Q1 2022, an estimated $4.51M.
  • Financial Enhancement Group first reported a position in United Rentals in Q3 2021 and held it in 2 quarters.
  • Financial Enhancement Group's United Rentals position peaked at $4.51M in Q4 2021.
  • 906 funds tracked by Wall St. Rank held United Rentals as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.