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Squar Milner Financial Services’s United Rentals URI Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-1,270
Closed -$130K – 690
2020
Q1 		$130K Sell
1,270
-17
-1% -$2.25K 0.08% 223
2019
Q4 		$214K Buy
1,287
+35
+3% +$5.08K 0.11% 193
2019
Q3 		$218K Buy
1,252
+123
+11% +$14.9K 0.11% 196
2019
Q2 		$150K Sell
1,129
-260
-19% -$33K 0.1% 204
2019
Q1 		$158K Hold
1,389
– – 0.12% 197
2018
Q4 		$142K Hold
1,389
– – 0.14% 177
2018
Q3 		$227K Sell
1,389
-35
-2% -$5.45K 0.2% 133
2018
Q2 		$210K Buy
1,424
+6
+0.4% +$980 0.19% 150
2018
Q1 		$245K Sell
1,418
-130
-8% -$23.1K 0.31% 118
2017
Q4 		$279K Buy
+1,548
New +$236K 0.34% 105

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Squar Milner Financial Services's URI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of United Rentals (URI) in Q2 2020, closing a stake of 1,270 shares — an estimated $130K sold.

Squar Milner Financial Services first reported a position in URI in Q4 2017 and held it in 10 quarters. The position peaked at $279K in Q4 2017. 650 funds tracked by Wall St. Rank hold URI as of Q2 2020.

  • Squar Milner Financial Services reported no remaining United Rentals position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,270 United Rentals shares in Q2 2020, an estimated $130K.
  • Squar Milner Financial Services first reported a position in United Rentals in Q4 2017 and held it in 10 quarters.
  • Squar Milner Financial Services's United Rentals position peaked at $279K in Q4 2017.
  • 650 funds tracked by Wall St. Rank held United Rentals as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.