SevenBridge Financial Group’s United Rentals URI Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-674	Closed	-$89K	–	541
2019 Q2	$89K	Buy	674 +268	+66%	+$34K	0.04%	215
2019 Q1	$46K	Hold	406	–	–	0.02%	252
2018 Q4	$42K	Hold	406	–	–	0.03%	226
2018 Q3	$66K	Hold	406	–	–	0.04%	199
2018 Q2	$60K	Hold	406	–	–	0.03%	218
2018 Q1	$70K	Hold	406	–	–	0.04%	207
2017 Q4	$70K	Hold	406	–	–	0.04%	218
2017 Q3	$56K	Hold	406	–	–	0.03%	240
2017 Q2	$46K	Hold	406	–	–	0.03%	274
2017 Q1	$50K	Sell	406 -32	-7%	-$3.89K	0.03%	250
2016 Q4	$34K	Hold	438	–	–	0.02%	300
2016 Q3	$34K	Buy	438 +283	+183%	+$21.7K	0.02%	299
2016 Q2	$10K	Buy	+155	New	+$10.1K	0.01%	518

Other funds holding URI

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

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

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

Fidelity Investments

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return