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	–	504
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	–	495
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

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

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

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

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