MPM
URI icon

Meritage Portfolio Management’s United Rentals URI Stock Holding History

Meritage Portfolio 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
-14,781
Closed -$4.71M – 347
2021
Q2 		$4.71M Buy
+14,781
New +$4.77M 0.28% 107

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Meritage Portfolio Management's URI Position: Q3 2021 in Review

Meritage Portfolio Management sold out of United Rentals (URI) in Q3 2021, closing a stake of 14,781 shares — an estimated $4.71M sold.

Meritage Portfolio Management first reported a position in URI in Q2 2021 and held it in 1 quarter. The position peaked at $4.71M in Q2 2021. 844 funds tracked by Wall St. Rank hold URI as of Q3 2021.

  • Meritage Portfolio Management reported no remaining United Rentals position as of Q3 2021 after selling out during the quarter.
  • Meritage Portfolio Management sold 14,781 United Rentals shares in Q3 2021, an estimated $4.71M.
  • Meritage Portfolio Management first reported a position in United Rentals in Q2 2021 and held it in 1 quarter.
  • Meritage Portfolio Management's United Rentals position peaked at $4.71M in Q2 2021.
  • 844 funds tracked by Wall St. Rank held United Rentals as of Q3 2021.

Based on Meritage Portfolio Management's 13F filing for Q3 2021, filed 26 Oct 2021.