Lenox Wealth Advisors’s United Rentals URI Stock Holding History

Lenox Wealth 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
2022 Q1	$25K	Buy	79 +6	+8%	+$1.96K	﹤0.01%	348
2021 Q4	$24K	Buy	73 +4	+6%	+$1.43K	﹤0.01%	367
2021 Q3	$24K	Hold	69	–	–	﹤0.01%	337
2021 Q2	$22K	Hold	69	–	–	﹤0.01%	344
2021 Q1	$23K	Hold	69	–	–	﹤0.01%	295
2020 Q4	$16K	Hold	69	–	–	﹤0.01%	352
2020 Q3	$12K	Hold	69	–	–	﹤0.01%	357
2020 Q2	$10K	Hold	69	–	–	﹤0.01%	383
2020 Q1	$7K	Sell	69 -2	-3%	-$265	﹤0.01%	390
2019 Q4	$12K	Buy	71 +2	+3%	+$290	﹤0.01%	399
2019 Q3	$9K	Hold	69	–	–	﹤0.01%	373
2019 Q2	$9K	Hold	69	–	–	﹤0.01%	288
2019 Q1	$8K	Hold	69	–	–	﹤0.01%	300
2018 Q4	$7K	Sell	69 -13	-16%	-$1.57K	﹤0.01%	278
2018 Q3	$13K	Sell	82 -43	-34%	-$6.69K	﹤0.01%	254
2018 Q2	$18K	Sell	125 -71	-36%	-$11.6K	﹤0.01%	276
2018 Q1	$34K	Buy	196 +179	+1,053%	+$31.8K	0.01%	206
2017 Q4	$3K	Buy	+17	New	+$2.59K	﹤0.01%	301

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

Lenox Wealth Advisors's URI Position: Q1 2022 in Review

Lenox Wealth Advisors increased its United Rentals (URI) stake by 8.2% in Q1 2022, buying an estimated $1.96K and bringing the position to 79 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Lenox Wealth Advisors first reported a position in URI in Q4 2017 and has held it in 18 quarters since. The position peaked at $34K in Q1 2018. 906 funds tracked by Wall St. Rank hold URI as of Q1 2022.

Lenox Wealth Advisors held 79 shares of United Rentals worth $25K as of Q1 2022.
Lenox Wealth Advisors bought 6 United Rentals shares in Q1 2022, an estimated $1.96K.
United Rentals made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #348 holding.
Lenox Wealth Advisors first reported a position in United Rentals in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's United Rentals position peaked at $34K in Q1 2018.
906 funds tracked by Wall St. Rank held United Rentals as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.