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First Personal Financial Services’s United Rentals URI Stock Holding History

First Personal Financial Services’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
-5
Closed -$1K – 520
2019
Q4 		$1K Sell
5
-154
-97% -$22.4K ﹤0.01% 500
2019
Q3 		$20K Hold
159
– – 0.01% 326
2019
Q2 		$21K Buy
159
+5
+3% +$635 0.01% 400
2019
Q1 		$18K Sell
154
-10
-6% -$1.24K 0.01% 415
2018
Q4 		$17K Hold
164
– – 0.01% 402
2018
Q3 		$27K Hold
164
– – 0.01% 370
2018
Q2 		$24K Sell
164
-563
-77% -$92K 0.01% 375
2018
Q1 		$125K Sell
727
-286
-28% -$50.8K 0.03% 265
2017
Q4 		$174K Buy
1,013
+142
+16% +$21.6K 0.03% 255
2017
Q3 		$121K Hold
871
– – 0.03% 286
2017
Q2 		$98K Buy
871
+11
+1% +$1.23K 0.02% 318
2017
Q1 		$108K Hold
860
– – 0.03% 274
2016
Q4 		$91K Buy
860
+11
+1% +$1K 0.02% 295
2016
Q3 		$67K Buy
849
+94
+12% +$7.2K 0.02% 243
2016
Q2 		$51K Buy
+755
New +$49.3K 0.02% 260

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

First Personal Financial Services's URI Position: Q1 2020 in Review

First Personal Financial Services sold out of United Rentals (URI) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in URI in Q2 2016 and held it in 15 quarters. The position peaked at $174K in Q4 2017. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • First Personal Financial Services reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 5 United Rentals shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in United Rentals in Q2 2016 and held it in 15 quarters.
  • First Personal Financial Services's United Rentals position peaked at $174K in Q4 2017.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.