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Quattro Financial Advisors’s United Rentals URI Stock Holding History

Quattro Financial Advisors’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
Q4 		– Sell
-3,315
Closed -$371K – 71
2019
Q3 		$371K Hold
3,315
– – 0.11% 48
2019
Q2 		$401K Buy
+3,315
New +$421K 0.12% 41

Other funds holding URI

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quattro Financial Advisors's URI Position: Q4 2019 in Review

Quattro Financial Advisors sold out of United Rentals (URI) in Q4 2019, closing a stake of 3,315 shares — an estimated $371K sold.

Quattro Financial Advisors first reported a position in URI in Q2 2019 and held it in 2 quarters. The position peaked at $401K in Q2 2019. 707 funds tracked by Wall St. Rank hold URI as of Q4 2019.

  • Quattro Financial Advisors reported no remaining United Rentals position as of Q4 2019 after selling out during the quarter.
  • Quattro Financial Advisors sold 3,315 United Rentals shares in Q4 2019, an estimated $371K.
  • Quattro Financial Advisors first reported a position in United Rentals in Q2 2019 and held it in 2 quarters.
  • Quattro Financial Advisors's United Rentals position peaked at $401K in Q2 2019.
  • 707 funds tracked by Wall St. Rank held United Rentals as of Q4 2019.

Based on Quattro Financial Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.