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OneAscent Financial Services’s United Rentals URI Stock Holding History

OneAscent Financial Services’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
Q1 		– Sell
-1,563
Closed -$261K – 190
2019
Q4 		$261K Buy
+1,563
New +$227K 0.14% 125
2019
Q3 		– Sell
-1,934
Closed -$257K – 182
2019
Q2 		$257K Buy
+1,934
New +$245K 0.18% 142

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LAM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Financial Services's URI Position: Q1 2020 in Review

OneAscent Financial Services sold out of United Rentals (URI) in Q1 2020, closing a stake of 1,563 shares — an estimated $261K sold.

OneAscent Financial Services first reported a position in URI in Q2 2019 and held it in 2 quarters. The position peaked at $261K in Q4 2019. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • OneAscent Financial Services reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 1,563 United Rentals shares in Q1 2020, an estimated $261K.
  • OneAscent Financial Services first reported a position in United Rentals in Q2 2019 and held it in 2 quarters.
  • OneAscent Financial Services's United Rentals position peaked at $261K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on OneAscent Financial Services's 13F filing for Q1 2020, filed 14 Apr 2020.