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Legacy Advisors’s United Rentals URI Stock Holding History

Legacy 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
Q3 		– Sell
-60
Closed -$8K – 311
2019
Q2 		$8K Hold
60
– – 0.01% 315
2019
Q1 		$7K Buy
+60
New +$7.41K ﹤0.01% 353
2018
Q4 		– Sell
-60
Closed -$10K – 380
2018
Q3 		$10K Hold
60
– – ﹤0.01% 356
2018
Q2 		$9K Hold
60
– – 0.01% 318
2018
Q1 		$10K Hold
60
– – 0.01% 272
2017
Q4 		$10K Hold
60
– – 0.01% 259
2017
Q3 		$8K Buy
+60
New +$7.17K 0.01% 243

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Legacy Advisors's URI Position: Q3 2019 in Review

Legacy Advisors sold out of United Rentals (URI) in Q3 2019, closing a stake of 60 shares — an estimated $8K sold.

Legacy Advisors first reported a position in URI in Q3 2017 and held it in 7 quarters. The position peaked at $10K in Q3 2018. 655 funds tracked by Wall St. Rank hold URI as of Q3 2019.

  • Legacy Advisors reported no remaining United Rentals position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 60 United Rentals shares in Q3 2019, an estimated $8K.
  • Legacy Advisors first reported a position in United Rentals in Q3 2017 and held it in 7 quarters.
  • Legacy Advisors's United Rentals position peaked at $10K in Q3 2018.
  • 655 funds tracked by Wall St. Rank held United Rentals as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.