Intrinsic Edge Capital Management’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-49,104	Closed	-$8.48M	–	191
2018 Q1	$8.48M	Buy	49,104 +18,105	+58%	+$3.13M	1.29%	24
2017 Q4	$5.33M	Sell	30,999 -18,127	-37%	-$3.12M	0.93%	46
2017 Q3	$6.82M	Buy	49,126 +13,661	+39%	+$1.9M	1.34%	26
2017 Q2	$4M	Buy	+35,465	New	+$4M	1.24%	23