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MPS Loria Financial Planners’s United Rentals URI Stock Holding History

MPS Loria Financial Planners’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
-8
Closed -$2K – 539
2021
Q1 		$2K Hold
8
– – ﹤0.01% 458
2020
Q4 		$2K Buy
+8
New +$1.69K ﹤0.01% 491

Other funds holding URI

Vanguard Group
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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
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

MPS Loria Financial Planners's URI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of United Rentals (URI) in Q2 2021, closing a stake of 8 shares — an estimated $2K sold.

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

  • MPS Loria Financial Planners reported no remaining United Rentals position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 8 United Rentals shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in United Rentals in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's United Rentals position peaked at $2K in Q1 2021.
  • 844 funds tracked by Wall St. Rank held United Rentals as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.