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Polaris Wealth Advisory Group’s United Rentals URI Stock Holding History

Polaris Wealth Advisory Group’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
-2,444
Closed -$289K – 177
2019
Q1 		$289K Buy
+2,444
New +$302K 0.02% 136
2015
Q1 		– Sell
-4,640
Closed -$473K – 92
2014
Q4 		$473K Buy
4,640
+100
+2% +$10.7K 0.1% 66
2014
Q3 		$504K Buy
4,540
+315
+7% +$35.4K 0.11% 55
2014
Q2 		$442K Buy
+4,225
New +$413K 0.1% 61

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Polaris Wealth Advisory Group's URI Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of United Rentals (URI) in Q2 2019, closing a stake of 2,444 shares — an estimated $289K sold.

Polaris Wealth Advisory Group first reported a position in URI in Q2 2014 and held it in 4 quarters. The position peaked at $504K in Q3 2014. 668 funds tracked by Wall St. Rank hold URI as of Q2 2019.

  • Polaris Wealth Advisory Group reported no remaining United Rentals position as of Q2 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,444 United Rentals shares in Q2 2019, an estimated $289K.
  • Polaris Wealth Advisory Group first reported a position in United Rentals in Q2 2014 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's United Rentals position peaked at $504K in Q3 2014.
  • 668 funds tracked by Wall St. Rank held United Rentals as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.