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Garrett Wealth Advisory Group’s United Rentals URI Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-9
Closed -$1.12K – 606
2019
Q3 		$1.12K Buy
+9
New +$1.09K ﹤0.01% 694

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's URI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of United Rentals (URI) in Q4 2019, closing a stake of 9 shares — an estimated $1.12K sold.

Garrett Wealth Advisory Group first reported a position in URI in Q3 2019 and held it in 1 quarter. The position peaked at $1.12K in Q3 2019. 707 funds tracked by Wall St. Rank hold URI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining United Rentals position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 9 United Rentals shares in Q4 2019, an estimated $1.12K.
  • Garrett Wealth Advisory Group first reported a position in United Rentals in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's United Rentals position peaked at $1.12K in Q3 2019.
  • 707 funds tracked by Wall St. Rank held United Rentals as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.