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LS Investment Advisors’s United Rentals URI Stock Holding History

LS Investment 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
2021
Q2 		– Sell
-1,467
Closed -$483K – 702
2021
Q1 		$483K Sell
1,467
-593
-29% -$168K 0.03% 391
2020
Q4 		$478K Sell
2,060
-428
-17% -$90.4K 0.03% 438
2020
Q3 		$434K Sell
2,488
-187
-7% -$31.4K 0.02% 436
2020
Q2 		$399K Sell
2,675
-160
-6% -$20.3K 0.02% 450
2020
Q1 		$292K Sell
2,835
-623
-18% -$82.6K 0.02% 479
2019
Q4 		$577K Buy
3,458
+708
+26% +$103K 0.03% 435
2019
Q3 		$343K Sell
2,750
-27
-1% -$3.27K 0.02% 583
2019
Q2 		$368K Sell
2,777
-98
-3% -$12.4K 0.02% 557
2019
Q1 		$328K Sell
2,875
-69
-2% -$8.52K 0.02% 605
2018
Q4 		$302K Sell
2,944
-169
-5% -$20.4K 0.02% 603
2018
Q3 		$509K Sell
3,113
-88
-3% -$13.7K 0.03% 491
2018
Q2 		$473K Sell
3,201
-125
-4% -$20.4K 0.03% 518
2018
Q1 		$574K Sell
3,326
-239
-7% -$42.4K 0.03% 449
2017
Q4 		$613K Sell
3,565
-254
-7% -$38.7K 0.04% 423
2017
Q3 		$530K Buy
3,819
+162
+4% +$19.4K 0.03% 483
2017
Q2 		$412K Buy
3,657
+252
+7% +$28.1K 0.03% 589
2017
Q1 		$426K Buy
3,405
+102
+3% +$12.4K 0.03% 527
2016
Q4 		$349K Sell
3,303
-306
-8% -$27.8K 0.02% 561
2016
Q3 		$283K Sell
3,609
-948
-21% -$72.6K 0.02% 618
2016
Q2 		$306K Sell
4,557
-160
-3% -$10.4K 0.02% 596
2016
Q1 		$293K Buy
4,717
+318
+7% +$17.7K 0.02% 556
2015
Q4 		$319K Sell
4,399
-523
-11% -$37.8K 0.02% 527
2015
Q3 		$296K Buy
4,922
+1,398
+40% +$97K 0.02% 544
2015
Q2 		$309K Hold
3,524
– – 0.02% 539
2015
Q1 		$321K Buy
3,524
+89
+3% +$8K 0.02% 493
2014
Q4 		$350K Buy
3,435
+641
+23% +$68.7K 0.03% 464
2014
Q3 		$310K Buy
2,794
+1,541
+123% +$173K 0.03% 451
2014
Q2 		$131K Buy
+1,253
New +$122K 0.01% 634

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LS Investment Advisors's URI Position: Q2 2021 in Review

LS Investment Advisors sold out of United Rentals (URI) in Q2 2021, closing a stake of 1,467 shares — an estimated $483K sold.

LS Investment Advisors first reported a position in URI in Q2 2014 and held it in 28 quarters. The position peaked at $613K in Q4 2017. 844 funds tracked by Wall St. Rank hold URI as of Q2 2021.

  • LS Investment Advisors reported no remaining United Rentals position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 1,467 United Rentals shares in Q2 2021, an estimated $483K.
  • LS Investment Advisors first reported a position in United Rentals in Q2 2014 and held it in 28 quarters.
  • LS Investment Advisors's United Rentals position peaked at $613K in Q4 2017.
  • 844 funds tracked by Wall St. Rank held United Rentals as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.