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Ladenburg Thalmann Financial Services’s United Rentals URI Stock Holding History

Ladenburg Thalmann 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
2019
Q4 		$1.16M Buy
13,181
+4,465
+51% +$649K 0.01% 1180
2019
Q3 		$1.09M Sell
8,716
-6,294
-42% -$763K 0.01% 1189
2019
Q2 		$1.99M Sell
15,010
-5,331
-26% -$677K 0.01% 806
2019
Q1 		$2.33M Buy
20,341
+2,865
+16% +$354K 0.02% 710
2018
Q4 		$1.79M Sell
17,476
-15,637
-47% -$1.88M 0.02% 715
2018
Q3 		$5.42M Buy
33,113
+3,183
+11% +$495K 0.05% 368
2018
Q2 		$5.17M Hold
29,930
– – 0.05% 356
2018
Q1 		$5.17M Buy
29,930
+4,043
+16% +$718K 0.05% 356
2017
Q4 		$4.45M Sell
25,887
-440
-2% -$67K 0.04% 378
2017
Q3 		$3.65M Buy
26,327
+1,062
+4% +$127K 0.04% 402
2017
Q2 		$2.85M Sell
25,265
-5,769
-19% -$644K 0.03% 455
2017
Q1 		$3.88M Sell
31,034
-1,881
-6% -$229K 0.05% 338
2016
Q4 		$3.48M Buy
32,915
+3,204
+11% +$292K 0.05% 347
2016
Q3 		$2.33M Buy
29,711
+2,266
+8% +$174K 0.03% 448
2016
Q2 		$1.84M Buy
27,445
+898
+3% +$58.6K 0.03% 498
2016
Q1 		$1.65M Sell
26,547
-2,955
-10% -$164K 0.03% 495
2015
Q4 		$2.14M Buy
29,502
+4,555
+18% +$329K 0.04% 401
2015
Q3 		$1.5M Sell
24,947
-7,440
-23% -$516K 0.03% 474
2015
Q2 		$2.84M Buy
32,387
+7,904
+32% +$757K 0.05% 341
2015
Q1 		$2.23M Sell
24,483
-15,167
-38% -$1.36M 0.04% 390
2014
Q4 		$4.04M Buy
39,650
+4,661
+13% +$500K 0.09% 208
2014
Q3 		$3.89M Buy
34,989
+791
+2% +$89K 0.11% 173
2014
Q2 		$3.58M Buy
34,198
+1,647
+5% +$161K 0.1% 176
2014
Q1 		$3.09M Buy
32,551
+1,897
+6% +$161K 0.09% 170
2013
Q4 		$2.39M Buy
30,654
+5,256
+21% +$352K 0.07% 216
2013
Q3 		$1.48M Sell
25,398
-989
-4% -$54.9K 0.05% 293
2013
Q2 		$1.32M Buy
+26,387
New +$1.4M 0.05% 322

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ladenburg Thalmann Financial Services's URI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its United Rentals (URI) stake by 51% in Q4 2019, buying an estimated $649K and bringing the position to 13,181 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1180.

Ladenburg Thalmann Financial Services first reported a position in URI in Q2 2013 and has held it in 27 quarters since. The position peaked at $5.42M in Q3 2018. 707 funds tracked by Wall St. Rank hold URI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 13,181 shares of United Rentals worth $1.16M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 4,465 United Rentals shares in Q4 2019, an estimated $649K.
  • United Rentals made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1180 holding.
  • Ladenburg Thalmann Financial Services first reported a position in United Rentals in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's United Rentals position peaked at $5.42M in Q3 2018.
  • 707 funds tracked by Wall St. Rank held United Rentals as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.