HB
URI icon

Homrich & Berg’s United Rentals URI Stock Holding History

Homrich & Berg’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
2021
Q3 		– Sell
-726
Closed -$232K – 501
2021
Q2 		$232K Buy
+726
New +$234K 0.01% 425
2018
Q2 		– Sell
-10,092
Closed -$1.74M – 352
2018
Q1 		$1.74M Hold
10,092
– – 0.12% 84
2017
Q4 		$1.74M Buy
10,092
+34
+0.3% +$5.17K 0.12% 87
2017
Q3 		$1.4M Buy
+10,058
New +$1.2M 0.11% 89

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Homrich & Berg's URI Position: Q3 2021 in Review

Homrich & Berg sold out of United Rentals (URI) in Q3 2021, closing a stake of 726 shares — an estimated $232K sold.

Homrich & Berg first reported a position in URI in Q3 2017 and held it in 4 quarters. The position peaked at $1.74M in Q1 2018. 843 funds tracked by Wall St. Rank hold URI as of Q3 2021.

  • Homrich & Berg reported no remaining United Rentals position as of Q3 2021 after selling out during the quarter.
  • Homrich & Berg sold 726 United Rentals shares in Q3 2021, an estimated $232K.
  • Homrich & Berg first reported a position in United Rentals in Q3 2017 and held it in 4 quarters.
  • Homrich & Berg's United Rentals position peaked at $1.74M in Q1 2018.
  • 843 funds tracked by Wall St. Rank held United Rentals as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.