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FMA Advisory’s United Rentals URI Stock Holding History

FMA Advisory’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
-10,300
Closed -$1.72M – 157
2019
Q4 		$1.72M Sell
10,300
-100
-1% -$14.5K 0.69% 51
2019
Q3 		$1.3M Buy
10,400
+225
+2% +$27.3K 0.56% 56
2019
Q2 		$1.35M Buy
10,175
+110
+1% +$14K 0.6% 56
2019
Q1 		$1.15M Buy
10,065
+685
+7% +$84.6K 0.53% 61
2018
Q4 		$962K Buy
+9,380
New +$1.13M 0.5% 64
2015
Q2 		$1.39M Buy
+15,805
New +$1.51M 0.87% 36
2014
Q4 		$1.65M Hold
16,185
– – 0.58% 68
2014
Q3 		$1.8M Buy
+16,185
New +$1.82M 0.66% 61

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

FMA Advisory's URI Position: Q1 2020 in Review

FMA Advisory sold out of United Rentals (URI) in Q1 2020, closing a stake of 10,300 shares — an estimated $1.72M sold.

FMA Advisory first reported a position in URI in Q3 2014 and held it in 8 quarters. The position peaked at $1.8M in Q3 2014. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • FMA Advisory reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • FMA Advisory sold 10,300 United Rentals shares in Q1 2020, an estimated $1.72M.
  • FMA Advisory first reported a position in United Rentals in Q3 2014 and held it in 8 quarters.
  • FMA Advisory's United Rentals position peaked at $1.8M in Q3 2014.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on FMA Advisory's 13F filing for Q1 2020, filed 12 Apr 2021.