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Meristem Family Wealth’s United Rentals URI Stock Holding History

Meristem Family Wealth’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
-937
Closed -$309K – 337
2021
Q1 		$309K Hold
937
– – 0.06% 178
2020
Q4 		$217K Buy
+937
New +$198K 0.05% 205

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State Street
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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

Meristem Family Wealth's URI Position: Q2 2021 in Review

Meristem Family Wealth sold out of United Rentals (URI) in Q2 2021, closing a stake of 937 shares — an estimated $309K sold.

Meristem Family Wealth first reported a position in URI in Q4 2020 and held it in 2 quarters. The position peaked at $309K in Q1 2021. 844 funds tracked by Wall St. Rank hold URI as of Q2 2021.

  • Meristem Family Wealth reported no remaining United Rentals position as of Q2 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 937 United Rentals shares in Q2 2021, an estimated $309K.
  • Meristem Family Wealth first reported a position in United Rentals in Q4 2020 and held it in 2 quarters.
  • Meristem Family Wealth's United Rentals position peaked at $309K in Q1 2021.
  • 844 funds tracked by Wall St. Rank held United Rentals as of Q2 2021.

Based on Meristem Family Wealth's 13F filing for Q2 2021, filed 6 Aug 2021.