KFS
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Kelly Financial Services’s United Rentals URI Stock Holding History

Kelly Financial Services’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
2020
Q1 		– Sell
-22
Closed -$3.67K – 607
2019
Q4 		$3.67K Hold
22
– – ﹤0.01% 344
2019
Q3 		$2.74K Hold
22
– – ﹤0.01% 365
2019
Q2 		$2.92K Hold
22
– – ﹤0.01% 345
2019
Q1 		$2.51K Buy
+22
New +$2.72K ﹤0.01% 353

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kelly Financial Services's URI Position: Q1 2020 in Review

Kelly Financial Services sold out of United Rentals (URI) in Q1 2020, closing a stake of 22 shares — an estimated $3.67K sold.

Kelly Financial Services first reported a position in URI in Q1 2019 and held it in 4 quarters. The position peaked at $3.67K in Q4 2019. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • Kelly Financial Services reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • Kelly Financial Services sold 22 United Rentals shares in Q1 2020, an estimated $3.67K.
  • Kelly Financial Services first reported a position in United Rentals in Q1 2019 and held it in 4 quarters.
  • Kelly Financial Services's United Rentals position peaked at $3.67K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Kelly Financial Services's 13F filing for Q1 2020, filed 17 Jul 2024.