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Kore Private Wealth’s United Rentals URI Stock Holding History

Kore Private Wealth’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
Q2 		– Sell
-684
Closed -$225K – 436
2021
Q1 		$225K Buy
+684
New +$194K 0.03% 326
2020
Q3 		– Sell
-482
Closed -$71K – 1034
2020
Q2 		$71K Buy
482
+342
+244% +$43.4K 0.01% 391
2020
Q1 		$14K Buy
140
+101
+259% +$13.4K ﹤0.01% 646
2019
Q4 		$7K Buy
+39
New +$5.66K ﹤0.01% 814

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Kore Private Wealth's URI Position: Q2 2021 in Review

Kore Private Wealth sold out of United Rentals (URI) in Q2 2021, closing a stake of 684 shares — an estimated $225K sold.

Kore Private Wealth first reported a position in URI in Q4 2019 and held it in 4 quarters. The position peaked at $225K in Q1 2021. 844 funds tracked by Wall St. Rank hold URI as of Q2 2021.

  • Kore Private Wealth reported no remaining United Rentals position as of Q2 2021 after selling out during the quarter.
  • Kore Private Wealth sold 684 United Rentals shares in Q2 2021, an estimated $225K.
  • Kore Private Wealth first reported a position in United Rentals in Q4 2019 and held it in 4 quarters.
  • Kore Private Wealth's United Rentals position peaked at $225K in Q1 2021.
  • 844 funds tracked by Wall St. Rank held United Rentals as of Q2 2021.

Based on Kore Private Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.