SFP
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Sterling Financial Planning’s United Rentals URI Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-22
Closed -$8K – 375
2021
Q3 		$8K Hold
22
– – 0.01% 340
2021
Q2 		$7K Hold
22
– – ﹤0.01% 327
2021
Q1 		$7K Hold
22
– – 0.01% 299
2020
Q4 		$5K Buy
+22
New +$4.65K ﹤0.01% 306

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sterling Financial Planning's URI Position: Q4 2021 in Review

Sterling Financial Planning sold out of United Rentals (URI) in Q4 2021, closing a stake of 22 shares — an estimated $8K sold.

Sterling Financial Planning first reported a position in URI in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 909 funds tracked by Wall St. Rank hold URI as of Q4 2021.

  • Sterling Financial Planning reported no remaining United Rentals position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 22 United Rentals shares in Q4 2021, an estimated $8K.
  • Sterling Financial Planning first reported a position in United Rentals in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's United Rentals position peaked at $8K in Q3 2021.
  • 909 funds tracked by Wall St. Rank held United Rentals as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.