Lenox Wealth Management’s United Rentals URI Stock Holding History

Lenox Wealth Management’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
2020 Q2	$3K	Hold	22	–	–	﹤0.01%	604
2020 Q1	$2K	Sell	22 -180	-89%	-$23.9K	﹤0.01%	628
2019 Q4	$34K	Buy	202 +179	+778%	+$26K	0.01%	305
2019 Q3	$2K	Buy	23 +2	+10%	+$242	﹤0.01%	641
2019 Q2	$2K	Hold	21	–	–	﹤0.01%	612
2019 Q1	$2K	Buy	+21	New	+$2.59K	﹤0.01%	619
2018 Q4	–	Sell	-124	Closed	-$20K	–	682
2018 Q3	$20K	Sell	124 -24	-16%	-$3.73K	0.01%	328
2018 Q2	$22K	Buy	148 +11	+8%	+$1.8K	0.01%	285
2018 Q1	$23K	Sell	137 -8	-6%	-$1.42K	0.01%	284
2017 Q4	$25K	Buy	145 +92	+174%	+$14K	0.01%	285
2017 Q3	$7K	Hold	53	–	–	﹤0.01%	428
2017 Q2	$6K	Hold	53	–	–	﹤0.01%	415
2017 Q1	$7K	Hold	53	–	–	0.01%	180
2016 Q4	$6K	Hold	53	–	–	﹤0.01%	193
2016 Q3	$4K	Hold	53	–	–	﹤0.01%	195
2016 Q2	$4K	Hold	53	–	–	﹤0.01%	199
2016 Q1	$3K	Hold	53	–	–	﹤0.01%	215
2015 Q4	$4K	Buy	+53	New	+$3.83K	﹤0.01%	212

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Fidelity Investments

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Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return