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Newport Wealth Strategies’s United Rentals URI Stock Holding History

Newport Wealth Strategies’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
Q3 		– Sell
-1,420
Closed -$212K – 96
2020
Q2 		$212K Sell
1,420
-470
-25% -$59.6K 0.19% 79
2020
Q1 		$205K Buy
+1,890
New +$251K 0.19% 82

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PI
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LAM
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Invesco
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Fidelity Investments
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Newport Wealth Strategies's URI Position: Q3 2020 in Review

Newport Wealth Strategies sold out of United Rentals (URI) in Q3 2020, closing a stake of 1,420 shares — an estimated $212K sold.

Newport Wealth Strategies first reported a position in URI in Q1 2020 and held it in 2 quarters. The position peaked at $212K in Q2 2020. 668 funds tracked by Wall St. Rank hold URI as of Q3 2020.

  • Newport Wealth Strategies reported no remaining United Rentals position as of Q3 2020 after selling out during the quarter.
  • Newport Wealth Strategies sold 1,420 United Rentals shares in Q3 2020, an estimated $212K.
  • Newport Wealth Strategies first reported a position in United Rentals in Q1 2020 and held it in 2 quarters.
  • Newport Wealth Strategies's United Rentals position peaked at $212K in Q2 2020.
  • 668 funds tracked by Wall St. Rank held United Rentals as of Q3 2020.

Based on Newport Wealth Strategies's 13F filing for Q3 2020, filed 13 Oct 2020.