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Shine Investment Advisory Services’s United Rentals URI Stock Holding History

Shine Investment Advisory Services’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
Q3 		$10K Hold
56
– – ﹤0.01% 553
2020
Q2 		$8K Hold
56
– – ﹤0.01% 588
2020
Q1 		$6K Buy
56
+10
+22% +$1.33K ﹤0.01% 593
2019
Q4 		$8K Sell
46
-48
-51% -$6.97K ﹤0.01% 626
2019
Q3 		$12K Buy
94
+60
+176% +$7.28K 0.01% 526
2019
Q2 		$5K Buy
+34
New +$4.32K ﹤0.01% 626

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shine Investment Advisory Services's URI Position: Q3 2020 in Review

Shine Investment Advisory Services held its United Rentals (URI) position steady in Q3 2020 at 56 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Shine Investment Advisory Services first reported a position in URI in Q2 2019 and has held it in 6 quarters since. The position peaked at $12K in Q3 2019. 669 funds tracked by Wall St. Rank hold URI as of Q3 2020.

  • Shine Investment Advisory Services held 56 shares of United Rentals worth $10K as of Q3 2020.
  • Shine Investment Advisory Services left its United Rentals share count unchanged in Q3 2020.
  • United Rentals made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #553 holding.
  • Shine Investment Advisory Services first reported a position in United Rentals in Q2 2019 and has held it in 6 quarters since.
  • Shine Investment Advisory Services's United Rentals position peaked at $12K in Q3 2019.
  • 669 funds tracked by Wall St. Rank held United Rentals as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.