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JOYN Advisors’s United Rentals URI Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-95
Closed -$10K – 1340
2018
Q4 		$10K Sell
95
-51
-35% -$6.14K ﹤0.01% 980
2018
Q3 		$24K Sell
146
-9
-6% -$1.4K ﹤0.01% 629
2018
Q2 		$23K Sell
155
-58
-27% -$9.48K ﹤0.01% 630
2018
Q1 		$37K Buy
+213
New +$37.8K 0.01% 545

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JOYN Advisors's URI Position: Q1 2019 in Review

JOYN Advisors sold out of United Rentals (URI) in Q1 2019, closing a stake of 95 shares — an estimated $10K sold.

JOYN Advisors first reported a position in URI in Q1 2018 and held it in 4 quarters. The position peaked at $37K in Q1 2018. 680 funds tracked by Wall St. Rank hold URI as of Q1 2019.

  • JOYN Advisors reported no remaining United Rentals position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 95 United Rentals shares in Q1 2019, an estimated $10K.
  • JOYN Advisors first reported a position in United Rentals in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's United Rentals position peaked at $37K in Q1 2018.
  • 680 funds tracked by Wall St. Rank held United Rentals as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.