Point View Wealth Management’s United Rentals URI Stock Holding History

Point View Wealth Management’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 Q4	$1.43M	Sell	6,178 -479	-7%	-$101K	0.58%	49
2020 Q3	$1.16M	Sell	6,657 -271	-4%	-$45.6K	0.55%	54
2020 Q2	$1.03M	Sell	6,928 -562	-8%	-$71.3K	0.5%	65
2020 Q1	$771K	Buy	7,490 +2,251	+43%	+$298K	0.42%	83
2019 Q4	$874K	Sell	5,239 -687	-12%	-$99.8K	0.36%	96
2019 Q3	$739K	Buy	5,926 +944	+19%	+$114K	0.33%	101
2019 Q2	$661K	Buy	4,982 +1,468	+42%	+$186K	0.28%	120
2019 Q1	$401K	Sell	3,514 -36	-1%	-$4.45K	0.18%	162
2018 Q4	$364K	Buy	+3,550	New	+$428K	0.18%	160

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point View Wealth Management's URI Position: Q4 2020 in Review

Point View Wealth Management reduced its United Rentals (URI) stake by 7.2% in Q4 2020, selling an estimated $101K and leaving 6,178 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #49.

Point View Wealth Management first reported a position in URI in Q4 2018 and has held it in 9 quarters since. 767 funds tracked by Wall St. Rank hold URI as of Q4 2020.

Point View Wealth Management held 6,178 shares of United Rentals worth $1.43M as of Q4 2020.
Point View Wealth Management sold 479 United Rentals shares in Q4 2020, an estimated $101K.
United Rentals made up 0.58% of Point View Wealth Management's portfolio in Q4 2020, its #49 holding.
Point View Wealth Management first reported a position in United Rentals in Q4 2018 and has held it in 9 quarters since.
767 funds tracked by Wall St. Rank held United Rentals as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.