FormulaFolio Investments’s United Rentals URI Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-1,306	Closed	-$214K	–	394
2018 Q4	$214K	Hold	1,306	–	–	0.01%	301
2018 Q3	$214K	Buy	+1,306	New	+$203K	0.01%	301
2017 Q2	–	Sell	-2,066	Closed	-$258K	–	250
2017 Q1	$258K	Buy	+2,066	New	+$251K	0.03%	179

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's URI Position: Q1 2019 in Review

FormulaFolio Investments sold out of United Rentals (URI) in Q1 2019, closing a stake of 1,306 shares — an estimated $214K sold.

FormulaFolio Investments first reported a position in URI in Q1 2017 and held it in 3 quarters. The position peaked at $258K in Q1 2017. 680 funds tracked by Wall St. Rank hold URI as of Q1 2019.

FormulaFolio Investments reported no remaining United Rentals position as of Q1 2019 after selling out during the quarter.
FormulaFolio Investments sold 1,306 United Rentals shares in Q1 2019, an estimated $214K.
FormulaFolio Investments first reported a position in United Rentals in Q1 2017 and held it in 3 quarters.
FormulaFolio Investments's United Rentals position peaked at $258K in Q1 2017.
680 funds tracked by Wall St. Rank held United Rentals as of Q1 2019.

Based on FormulaFolio Investments's 13F filing for Q1 2019, filed 8 May 2019.