LOIM
URI icon

Liberty One Investment Management’s United Rentals URI Stock Holding History

Liberty One Investment 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
2021
Q4 		– Sell
-880
Closed -$309K – 151
2021
Q3 		$309K Buy
+880
New +$295K 0.05% 118

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lyrical Asset Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Liberty One Investment Management's URI Position: Q4 2021 in Review

Liberty One Investment Management sold out of United Rentals (URI) in Q4 2021, closing a stake of 880 shares — an estimated $309K sold.

Liberty One Investment Management first reported a position in URI in Q3 2021 and held it in 1 quarter. The position peaked at $309K in Q3 2021. 909 funds tracked by Wall St. Rank hold URI as of Q4 2021.

  • Liberty One Investment Management reported no remaining United Rentals position as of Q4 2021 after selling out during the quarter.
  • Liberty One Investment Management sold 880 United Rentals shares in Q4 2021, an estimated $309K.
  • Liberty One Investment Management first reported a position in United Rentals in Q3 2021 and held it in 1 quarter.
  • Liberty One Investment Management's United Rentals position peaked at $309K in Q3 2021.
  • 909 funds tracked by Wall St. Rank held United Rentals as of Q4 2021.

Based on Liberty One Investment Management's 13F filing for Q4 2021, filed 21 Jan 2022.