San Francisco Sentry Investment Group’s United Rentals URI Stock Holding History

San Francisco Sentry Investment Group’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 Q2	$54K	Buy	+170	New	+$54.9K	0.03%	357
2020 Q2	–	Sell	-21	Closed	-$2K	–	871
2020 Q1	$2K	Buy	21 +9	+75%	+$1.19K	﹤0.01%	689
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	772
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	874
2019 Q2	$2K	Hold	12	–	–	﹤0.01%	778
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	914
2018 Q4	$1K	Sell	12 -3	-20%	-$361	﹤0.01%	925
2018 Q3	$2K	Buy	+15	New	+$2.33K	﹤0.01%	814

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

San Francisco Sentry Investment Group's URI Position: Q2 2021 in Review

San Francisco Sentry Investment Group opened a new position in United Rentals (URI) in Q2 2021: 170 shares worth $54K. The stake represents 0.03% of the portfolio and ranks #357 among its holdings. This is a return to the name: San Francisco Sentry Investment Group previously reported a position in URI as recently as Q1 2020.

San Francisco Sentry Investment Group first reported a position in URI in Q3 2018 and has held it in 8 quarters since. 843 funds tracked by Wall St. Rank hold URI as of Q2 2021.

San Francisco Sentry Investment Group held 170 shares of United Rentals worth $54K as of Q2 2021.
United Rentals was a new San Francisco Sentry Investment Group position in Q2 2021.
United Rentals made up 0.03% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #357 holding.
San Francisco Sentry Investment Group first reported a position in United Rentals in Q3 2018 and has held it in 8 quarters since.
843 funds tracked by Wall St. Rank held United Rentals as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.