MFM
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MD Financial Management’s United Rentals URI Stock Holding History

MD Financial 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
Q3 		– Sell
-4,700
Closed -$1.5M – 317
2021
Q2 		$1.5M Buy
+4,700
New +$1.52M 0.04% 231

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

MD Financial Management's URI Position: Q3 2021 in Review

MD Financial Management sold out of United Rentals (URI) in Q3 2021, closing a stake of 4,700 shares — an estimated $1.5M sold.

MD Financial Management first reported a position in URI in Q2 2021 and held it in 1 quarter. The position peaked at $1.5M in Q2 2021. 843 funds tracked by Wall St. Rank hold URI as of Q3 2021.

  • MD Financial Management reported no remaining United Rentals position as of Q3 2021 after selling out during the quarter.
  • MD Financial Management sold 4,700 United Rentals shares in Q3 2021, an estimated $1.5M.
  • MD Financial Management first reported a position in United Rentals in Q2 2021 and held it in 1 quarter.
  • MD Financial Management's United Rentals position peaked at $1.5M in Q2 2021.
  • 843 funds tracked by Wall St. Rank held United Rentals as of Q3 2021.

Based on MD Financial Management's 13F filing for Q3 2021, filed 15 Nov 2021.