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Liberty Wealth Management’s United Rentals URI Stock Holding History

Liberty 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
2021
Q1 		– Sell
-1
Closed – – 1045
2020
Q4 		$0 Buy
+1
New +$211 ﹤0.01% 1073
2019
Q3 		– Sell
-263
Closed -$35K – 986
2019
Q2 		$35K Buy
263
+31
+13% +$3.94K 0.03% 310
2019
Q1 		$26K Buy
232
+19
+9% +$2.35K 0.02% 309
2018
Q4 		$21K Buy
+213
New +$25.7K 0.02% 323

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Wealth Management's URI Position: Q1 2021 in Review

Liberty Wealth Management sold out of United Rentals (URI) in Q1 2021, closing a stake of 1 share.

Liberty Wealth Management first reported a position in URI in Q4 2018 and held it in 4 quarters. The position peaked at $35K in Q2 2019. 809 funds tracked by Wall St. Rank hold URI as of Q1 2021.

  • Liberty Wealth Management reported no remaining United Rentals position as of Q1 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1 United Rentals share in Q1 2021.
  • Liberty Wealth Management first reported a position in United Rentals in Q4 2018 and held it in 4 quarters.
  • Liberty Wealth Management's United Rentals position peaked at $35K in Q2 2019.
  • 809 funds tracked by Wall St. Rank held United Rentals as of Q1 2021.

Based on Liberty Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.