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Omnia Family Wealth’s United Rentals URI Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-16
Closed -$2K – 498
2019
Q1 		$2K Hold
16
– – ﹤0.01% 494
2018
Q4 		$2K Hold
16
– – ﹤0.01% 450
2018
Q3 		$3K Hold
16
– – ﹤0.01% 395
2018
Q2 		$2K Hold
16
– – ﹤0.01% 470
2018
Q1 		$3K Hold
16
– – ﹤0.01% 386
2017
Q4 		$3K Sell
16
-41
-72% -$6.24K ﹤0.01% 393
2017
Q3 		$8K Hold
57
– – ﹤0.01% 302
2017
Q2 		$6K Hold
57
– – ﹤0.01% 366
2017
Q1 		$7K Hold
57
– – ﹤0.01% 339
2016
Q4 		$6K Buy
+57
New +$5.19K ﹤0.01% 353

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 $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Omnia Family Wealth's URI Position: Q2 2019 in Review

Omnia Family Wealth sold out of United Rentals (URI) in Q2 2019, closing a stake of 16 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in URI in Q4 2016 and held it in 10 quarters. The position peaked at $8K in Q3 2017. 668 funds tracked by Wall St. Rank hold URI as of Q2 2019.

  • Omnia Family Wealth reported no remaining United Rentals position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 16 United Rentals shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in United Rentals in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's United Rentals position peaked at $8K in Q3 2017.
  • 668 funds tracked by Wall St. Rank held United Rentals as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.