MAFM
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Mid Atlantic Financial Management’s United Rentals URI Stock Holding History

Mid Atlantic 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 		$287K Sell
817
-5
-0.6% -$1.68K 0.02% 681
2021
Q2 		$262K Buy
+822
New +$265K 0.02% 727

Other funds holding URI

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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

Mid Atlantic Financial Management's URI Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its United Rentals (URI) stake by 0.61% in Q3 2021, selling an estimated $1.68K and leaving 817 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #681.

Mid Atlantic Financial Management first reported a position in URI in Q2 2021 and has held it in 2 quarters since. 843 funds tracked by Wall St. Rank hold URI as of Q3 2021.

  • Mid Atlantic Financial Management held 817 shares of United Rentals worth $287K as of Q3 2021.
  • Mid Atlantic Financial Management sold 5 United Rentals shares in Q3 2021, an estimated $1.68K.
  • United Rentals made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #681 holding.
  • Mid Atlantic Financial Management first reported a position in United Rentals in Q2 2021 and has held it in 2 quarters since.
  • 843 funds tracked by Wall St. Rank held United Rentals as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.