Reilly Financial Advisors’s United Rentals URI Stock Holding History

Reilly 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
2021 Q4	$74K	Buy	224 +15	+7%	+$5.35K	0.01%	338
2021 Q3	$73K	Sell	209 -4	-2%	-$1.34K	0.01%	317
2021 Q2	$68K	Buy	213 +100	+88%	+$32.3K	0.01%	329
2021 Q1	$37K	Hold	113	–	–	﹤0.01%	417
2020 Q4	$26K	Buy	113 +13	+13%	+$2.75K	﹤0.01%	448
2020 Q3	$17K	Hold	100	–	–	﹤0.01%	474
2020 Q2	$15K	Hold	100	–	–	﹤0.01%	506
2020 Q1	$10K	Buy	100 +25	+33%	+$3.31K	﹤0.01%	548
2019 Q4	$13K	Hold	75	–	–	﹤0.01%	592
2019 Q3	$9K	Hold	75	–	–	﹤0.01%	656
2019 Q2	$10K	Hold	75	–	–	﹤0.01%	676
2019 Q1	$9K	Hold	75	–	–	﹤0.01%	711
2018 Q4	$8K	Sell	75 -155	-67%	-$18.7K	﹤0.01%	690
2018 Q3	$38K	Hold	230	–	–	0.01%	416
2018 Q2	$34K	Hold	230	–	–	﹤0.01%	385
2018 Q1	$40K	Buy	230 +180	+360%	+$32K	0.01%	333
2017 Q4	$9K	Hold	50	–	–	﹤0.01%	683
2017 Q3	$7K	Hold	50	–	–	﹤0.01%	706
2017 Q2	$6K	Buy	+50	New	+$5.58K	﹤0.01%	749

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LAM

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reilly Financial Advisors's URI Position: Q4 2021 in Review

Reilly Financial Advisors increased its United Rentals (URI) stake by 7.2% in Q4 2021, buying an estimated $5.35K and bringing the position to 224 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #338.

Reilly Financial Advisors first reported a position in URI in Q2 2017 and has held it in 19 quarters since. 910 funds tracked by Wall St. Rank hold URI as of Q4 2021.

Reilly Financial Advisors held 224 shares of United Rentals worth $74K as of Q4 2021.
Reilly Financial Advisors bought 15 United Rentals shares in Q4 2021, an estimated $5.35K.
United Rentals made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #338 holding.
Reilly Financial Advisors first reported a position in United Rentals in Q2 2017 and has held it in 19 quarters since.
910 funds tracked by Wall St. Rank held United Rentals as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.