MilWealth Group’s United Rentals URI Stock Holding History

MilWealth Group’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
2019 Q1	–	Sell	-80	Closed	-$8.2K	–	75
2018 Q4	$8.2K	Buy	+80	New	+$9.63K	0.01%	56

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MilWealth Group's URI Position: Q1 2019 in Review

MilWealth Group sold out of United Rentals (URI) in Q1 2019, closing a stake of 80 shares — an estimated $8.2K sold.

MilWealth Group first reported a position in URI in Q4 2018 and held it in 1 quarter. The position peaked at $8.2K in Q4 2018. 680 funds tracked by Wall St. Rank hold URI as of Q1 2019.

MilWealth Group reported no remaining United Rentals position as of Q1 2019 after selling out during the quarter.
MilWealth Group sold 80 United Rentals shares in Q1 2019, an estimated $8.2K.
MilWealth Group first reported a position in United Rentals in Q4 2018 and held it in 1 quarter.
MilWealth Group's United Rentals position peaked at $8.2K in Q4 2018.
680 funds tracked by Wall St. Rank held United Rentals as of Q1 2019.

Based on MilWealth Group's 13F filing for Q1 2019, filed 9 May 2023.