Sonora Investment Management’s United Rentals URI Stock Holding History

Sonora Investment Management’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 Q3	$246K	Sell	700 -300	-30%	-$101K	0.03%	184
2021 Q2	$319K	Hold	1,000	–	–	0.04%	159
2021 Q1	$329K	Hold	1,000	–	–	0.03%	245
2020 Q4	$232K	Buy	+1,000	New	+$211K	0.02%	280
2020 Q3	–	Sell	-2	Closed	–	–	1889
2020 Q2	$0	Buy	+2	New	+$254	﹤0.01%	1881
2015 Q4	–	Sell	-57	Closed	-$4K	–	1147
2015 Q3	$4K	Buy	+57	New	+$3.96K	﹤0.01%	829

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LAM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Sonora Investment Management's URI Position: Q3 2021 in Review

Sonora Investment Management reduced its United Rentals (URI) stake by 30% in Q3 2021, selling an estimated $101K and leaving 700 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #184.

Sonora Investment Management first reported a position in URI in Q3 2015 and has held it in 6 quarters since. The position peaked at $329K in Q1 2021. 843 funds tracked by Wall St. Rank hold URI as of Q3 2021.

Sonora Investment Management held 700 shares of United Rentals worth $246K as of Q3 2021.
Sonora Investment Management sold 300 United Rentals shares in Q3 2021, an estimated $101K.
United Rentals made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #184 holding.
Sonora Investment Management first reported a position in United Rentals in Q3 2015 and has held it in 6 quarters since.
Sonora Investment Management's United Rentals position peaked at $329K in Q1 2021.
843 funds tracked by Wall St. Rank held United Rentals as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.