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	0.03%	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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SevenBridge Financial Group's URI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of United Rentals (URI) in Q3 2019, closing a stake of 674 shares — an estimated $89K sold.

SevenBridge Financial Group first reported a position in URI in Q2 2016 and held it in 13 quarters. The position peaked at $89K in Q2 2019. 655 funds tracked by Wall St. Rank hold URI as of Q3 2019.

SevenBridge Financial Group reported no remaining United Rentals position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 674 United Rentals shares in Q3 2019, an estimated $89K.
SevenBridge Financial Group first reported a position in United Rentals in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's United Rentals position peaked at $89K in Q2 2019.
655 funds tracked by Wall St. Rank held United Rentals as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.