Howard Wealth Management’s United Rentals URI Stock Holding History

Howard Wealth Management’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	-64	Closed	-$10K	–	473
2019 Q4	$10K	Buy	+64	New	+$9.29K	0.01%	330

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howard Wealth Management's URI Position: Q1 2020 in Review

Howard Wealth Management sold out of United Rentals (URI) in Q1 2020, closing a stake of 64 shares — an estimated $10K sold.

Howard Wealth Management first reported a position in URI in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

Howard Wealth Management reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 64 United Rentals shares in Q1 2020, an estimated $10K.
Howard Wealth Management first reported a position in United Rentals in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's United Rentals position peaked at $10K in Q4 2019.
626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.