Rosenblum Silverman Sutton’s United Rentals URI Stock Holding History

Rosenblum Silverman Sutton’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 Q1	–	Sell	-15,841	Closed	-$2.64M	–	69
2019 Q4	$2.64M	Sell	15,841 -861	-5%	-$125K	0.96%	35
2019 Q3	$2.08M	Buy	16,702 +230	+1%	+$27.9K	0.8%	38
2019 Q2	$2.19M	Sell	16,472 -150	-0.9%	-$19K	0.83%	38
2019 Q1	$1.9M	Sell	16,622 -84,827	-84%	-$10.5M	0.75%	39
2018 Q4	$13.4M	Buy	101,449 +79,459	+361%	+$9.57M	6.1%	2
2018 Q3	$3.6M	Sell	21,990 -5,262	-19%	-$819K	1.19%	32
2018 Q2	$4.02M	Sell	27,252 -432	-2%	-$70.6K	1.39%	28
2018 Q1	$4.78M	Buy	27,684 +14,643	+112%	+$2.6M	1.7%	23
2017 Q4	$2.24M	Buy	+13,041	New	+$1.98M	0.81%	40
2015 Q3	–	Sell	-51,845	Closed	-$4.54M	–	69
2015 Q2	$4.54M	Buy	+51,845	New	+$4.96M	1.82%	22

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

LAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

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

Rosenblum Silverman Sutton's URI Position: Q1 2020 in Review

Rosenblum Silverman Sutton sold out of United Rentals (URI) in Q1 2020, closing a stake of 15,841 shares — an estimated $2.64M sold.

Rosenblum Silverman Sutton first reported a position in URI in Q2 2015 and held it in 10 quarters. The position peaked at $13.4M in Q4 2018. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

Rosenblum Silverman Sutton reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
Rosenblum Silverman Sutton sold 15,841 United Rentals shares in Q1 2020, an estimated $2.64M.
Rosenblum Silverman Sutton first reported a position in United Rentals in Q2 2015 and held it in 10 quarters.
Rosenblum Silverman Sutton's United Rentals position peaked at $13.4M in Q4 2018.
626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2020, filed 15 May 2020.