IWP
URI icon

Icon Wealth Partners’s United Rentals URI Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-230
Closed -$26K – 734
2019
Q1 		$26K Buy
+230
New +$28.4K 0.01% 497
2018
Q3 		– Sell
-209
Closed -$31K – 703
2018
Q2 		$31K Buy
+209
New +$34.1K 0.01% 488
2018
Q1 		– Sell
-200
Closed -$34K – 702
2017
Q4 		$34K Buy
+200
New +$30.4K 0.02% 501

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Icon Wealth Partners's URI Position: Q2 2019 in Review

Icon Wealth Partners sold out of United Rentals (URI) in Q2 2019, closing a stake of 230 shares — an estimated $26K sold.

Icon Wealth Partners first reported a position in URI in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q4 2017. 668 funds tracked by Wall St. Rank hold URI as of Q2 2019.

  • Icon Wealth Partners reported no remaining United Rentals position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 230 United Rentals shares in Q2 2019, an estimated $26K.
  • Icon Wealth Partners first reported a position in United Rentals in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's United Rentals position peaked at $34K in Q4 2017.
  • 668 funds tracked by Wall St. Rank held United Rentals as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.