Kaizen Advisory’s United Rentals URI Stock Holding History

Kaizen Advisory’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
2018 Q4	$22K	Sell	213 -12	-5%	-$1.45K	0.02%	501
2018 Q3	$37K	Hold	225	–	–	0.02%	398
2018 Q2	$33K	Buy	225 +144	+178%	+$23.5K	0.02%	442
2018 Q1	$14K	Hold	81	–	–	0.01%	412
2017 Q4	$14K	Buy	+81	New	+$12.3K	0.01%	402

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's URI Position: Q4 2018 in Review

Kaizen Advisory reduced its United Rentals (URI) stake by 5.3% in Q4 2018, selling an estimated $1.45K and leaving 213 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #501.

Kaizen Advisory first reported a position in URI in Q4 2017 and has held it in 5 quarters since. The position peaked at $37K in Q3 2018. 661 funds tracked by Wall St. Rank hold URI as of Q4 2018.

Kaizen Advisory held 213 shares of United Rentals worth $22K as of Q4 2018.
Kaizen Advisory sold 12 United Rentals shares in Q4 2018, an estimated $1.45K.
United Rentals made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #501 holding.
Kaizen Advisory first reported a position in United Rentals in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's United Rentals position peaked at $37K in Q3 2018.
661 funds tracked by Wall St. Rank held United Rentals as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.