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Mader & Shannon Wealth Management’s United Rentals URI Stock Holding History

Mader & Shannon 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
Q1 		– Sell
-10,141
Closed -$1.69M – 21
2019
Q4 		$1.69M Buy
10,141
+888
+10% +$129K 1.36% 14
2019
Q3 		$1.15M Sell
9,253
-630
-6% -$76.4K 0.91% 18
2019
Q2 		$1.31M Buy
+9,883
New +$1.25M 1.11% 14
2015
Q1 		– Sell
-43,835
Closed -$4.47M – 31
2014
Q4 		$4.47M Buy
+43,835
New +$4.7M 3.01% 19

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mader & Shannon Wealth Management's URI Position: Q1 2020 in Review

Mader & Shannon Wealth Management sold out of United Rentals (URI) in Q1 2020, closing a stake of 10,141 shares — an estimated $1.69M sold.

Mader & Shannon Wealth Management first reported a position in URI in Q4 2014 and held it in 4 quarters. The position peaked at $4.47M in Q4 2014. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • Mader & Shannon Wealth Management reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 10,141 United Rentals shares in Q1 2020, an estimated $1.69M.
  • Mader & Shannon Wealth Management first reported a position in United Rentals in Q4 2014 and held it in 4 quarters.
  • Mader & Shannon Wealth Management's United Rentals position peaked at $4.47M in Q4 2014.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.