Ironwood Financial’s United Rentals URI Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-94	Closed	-$33K	–	512
2021 Q3	$33K	Hold	94	–	–	0.01%	233
2021 Q2	$30K	Hold	94	–	–	0.01%	237
2021 Q1	$31K	Hold	94	–	–	0.01%	221
2020 Q4	$22K	Hold	94	–	–	0.01%	239
2020 Q3	$16K	Hold	94	–	–	0.01%	220
2020 Q2	$14K	Hold	94	–	–	0.01%	223
2020 Q1	$10K	Hold	94	–	–	0.01%	212
2019 Q4	$16K	Hold	94	–	–	0.01%	230
2019 Q3	$12K	Hold	94	–	–	0.01%	248
2019 Q2	$12K	Hold	94	–	–	0.01%	252
2019 Q1	$11K	Hold	94	–	–	0.01%	251
2018 Q4	$10K	Buy	+94	New	+$11.3K	0.01%	243

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ironwood Financial's URI Position: Q4 2021 in Review

Ironwood Financial sold out of United Rentals (URI) in Q4 2021, closing a stake of 94 shares — an estimated $33K sold.

Ironwood Financial first reported a position in URI in Q4 2018 and held it in 12 quarters. The position peaked at $33K in Q3 2021. 909 funds tracked by Wall St. Rank hold URI as of Q4 2021.

Ironwood Financial reported no remaining United Rentals position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 94 United Rentals shares in Q4 2021, an estimated $33K.
Ironwood Financial first reported a position in United Rentals in Q4 2018 and held it in 12 quarters.
Ironwood Financial's United Rentals position peaked at $33K in Q3 2021.
909 funds tracked by Wall St. Rank held United Rentals as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.