NR
URI icon

Newfound Research’s United Rentals URI Stock Holding History

Newfound Research’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
2020
Q2 		– Sell
-2
Closed – – 188
2020
Q1 		$0 Hold
2
– – ﹤0.01% 199
2019
Q4 		$0 Sell
2
-1
-33% -$145 ﹤0.01% 223
2019
Q3 		$0 Hold
3
– – ﹤0.01% 222
2019
Q2 		$0 Hold
3
– – ﹤0.01% 219
2019
Q1 		$0 Hold
3
– – ﹤0.01% 223
2018
Q4 		$0 Hold
3
– – ﹤0.01% 209
2018
Q3 		$0 Hold
3
– – ﹤0.01% 226
2018
Q2 		$0 Hold
3
– – ﹤0.01% 220
2018
Q1 		$1K Hold
3
– – ﹤0.01% 150
2017
Q4 		$1K Hold
3
– – ﹤0.01% 166
2017
Q3 		$0 Buy
3
+1
+50% +$119 ﹤0.01% 227
2017
Q2 		$0 Hold
2
– – ﹤0.01% 220
2017
Q1 		$0 Hold
2
– – ﹤0.01% 218
2016
Q4 		$0 Hold
2
– – ﹤0.01% 187
2016
Q3 		$0 Hold
2
– – ﹤0.01% 187
2016
Q2 		$0 Buy
+2
New +$131 ﹤0.01% 180

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Newfound Research's URI Position: Q2 2020 in Review

Newfound Research sold out of United Rentals (URI) in Q2 2020, closing a stake of 2 shares.

Newfound Research first reported a position in URI in Q2 2016 and held it in 16 quarters. The position peaked at $1K in Q1 2018. 650 funds tracked by Wall St. Rank hold URI as of Q2 2020.

  • Newfound Research reported no remaining United Rentals position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 2 United Rentals shares in Q2 2020.
  • Newfound Research first reported a position in United Rentals in Q2 2016 and held it in 16 quarters.
  • Newfound Research's United Rentals position peaked at $1K in Q1 2018.
  • 650 funds tracked by Wall St. Rank held United Rentals as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.