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Rational Advisors’s United Rentals URI Stock Holding History

Rational 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
2020
Q4 		– Sell
-54
Closed -$9K – 581
2020
Q3 		$9K Sell
54
-186
-78% -$31.3K ﹤0.01% 295
2020
Q2 		$36K Buy
+240
New +$30.4K 0.02% 211
2020
Q1 		– Sell
-51
Closed -$9K – 503
2019
Q4 		$9K Buy
51
+39
+325% +$5.66K ﹤0.01% 461
2019
Q3 		$1K Sell
12
-3
-20% -$364 ﹤0.01% 557
2019
Q2 		$2K Sell
15
-184
-92% -$23.4K ﹤0.01% 544
2019
Q1 		$23K Sell
199
-169
-46% -$20.9K 0.01% 379
2018
Q4 		$38K Buy
368
+364
+9,100% +$43.8K 0.01% 310
2018
Q3 		$1K Sell
4
-299
-99% -$46.5K ﹤0.01% 509
2018
Q2 		$44K Buy
303
+273
+910% +$44.6K 0.02% 266
2018
Q1 		$5K Buy
+30
New +$5.33K ﹤0.01% 420
2015
Q3 		– Sell
-210
Closed -$18K – 492
2015
Q2 		$18K Hold
210
– – 0.01% 296
2015
Q1 		$19K Sell
210
-140
-40% -$12.6K ﹤0.01% 294
2014
Q4 		$36K Buy
+350
New +$37.5K 0.01% 309
2013
Q4 		$261K Buy
3,353
+770
+30% +$51.6K 0.02% 446
2013
Q3 		$151K Sell
2,583
-7
-0.3% -$388 0.01% 558
2013
Q2 		$129K Buy
+2,590
New +$138K 0.01% 575

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Rational Advisors's URI Position: Q4 2020 in Review

Rational Advisors sold out of United Rentals (URI) in Q4 2020, closing a stake of 54 shares — an estimated $9K sold.

Rational Advisors first reported a position in URI in Q2 2013 and held it in 16 quarters. The position peaked at $261K in Q4 2013. 768 funds tracked by Wall St. Rank hold URI as of Q4 2020.

  • Rational Advisors reported no remaining United Rentals position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 54 United Rentals shares in Q4 2020, an estimated $9K.
  • Rational Advisors first reported a position in United Rentals in Q2 2013 and held it in 16 quarters.
  • Rational Advisors's United Rentals position peaked at $261K in Q4 2013.
  • 768 funds tracked by Wall St. Rank held United Rentals as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.