Legacy Capital Partners’s United Rentals URI Stock Holding History

Legacy Capital Partners’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
2022 Q1	$1.22M	Hold	3,445	–	–	0.4%	62
2021 Q4	$1.15M	Buy	3,445 +25	+0.7%	+$8.91K	0.37%	71
2021 Q3	$1.2M	Sell	3,420 -450	-12%	-$151K	0.43%	61
2021 Q2	$1.24M	Sell	3,870 -100	-3%	-$32.3K	0.44%	64
2021 Q1	$1.31M	Hold	3,970	–	–	0.49%	59
2020 Q4	$921K	Hold	3,970	–	–	0.36%	71
2020 Q3	$693K	Hold	3,970	–	–	0.28%	75
2020 Q2	$592K	Hold	3,970	–	–	0.25%	81
2020 Q1	$409K	Hold	3,970	–	–	0.2%	89
2019 Q4	$662K	Buy	3,970 +2,035	+105%	+$296K	0.27%	79
2019 Q3	$241K	Hold	1,935	–	–	0.11%	135
2019 Q2	$257K	Hold	1,935	–	–	0.11%	124
2019 Q1	$221K	Sell	1,935 -900	-32%	-$111K	0.1%	127
2018 Q4	$291K	Sell	2,835 -1,300	-31%	-$157K	0.15%	105
2018 Q3	$678K	Buy	4,135 +550	+15%	+$85.6K	0.31%	73
2018 Q2	$529K	Sell	3,585 -660	-16%	-$108K	0.26%	80
2018 Q1	$733K	Buy	4,245 +100	+2%	+$17.8K	0.37%	67
2017 Q4	$713K	Buy	4,145 +60	+1%	+$9.13K	0.35%	65
2017 Q3	$567K	Buy	+4,085	New	+$488K	0.3%	73

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Legacy Capital Partners's URI Position: Q1 2022 in Review

Legacy Capital Partners held its United Rentals (URI) position steady in Q1 2022 at 3,445 shares worth $1.22M. The position accounts for 0.4% of the portfolio, ranked #62.

Legacy Capital Partners first reported a position in URI in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.31M in Q1 2021. 905 funds tracked by Wall St. Rank hold URI as of Q1 2022.

Legacy Capital Partners held 3,445 shares of United Rentals worth $1.22M as of Q1 2022.
Legacy Capital Partners left its United Rentals share count unchanged in Q1 2022.
United Rentals made up 0.4% of Legacy Capital Partners's portfolio in Q1 2022, its #62 holding.
Legacy Capital Partners first reported a position in United Rentals in Q3 2017 and has held it in 19 quarters since.
Legacy Capital Partners's United Rentals position peaked at $1.31M in Q1 2021.
905 funds tracked by Wall St. Rank held United Rentals as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.