SBSB
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Sullivan, Bruyette, Speros & Blaney’s United Rentals URI Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$620K Sell
1,883
-374
-17% -$106K 0.03% 160
2020
Q4 		$523K Buy
2,257
+309
+16% +$65.3K 0.02% 164
2020
Q3 		$340K Buy
+1,948
New +$327K 0.02% 186

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Sullivan, Bruyette, Speros & Blaney's URI Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its United Rentals (URI) stake by 17% in Q1 2021, selling an estimated $106K and leaving 1,883 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #160.

Sullivan, Bruyette, Speros & Blaney first reported a position in URI in Q3 2020 and has held it in 3 quarters since. 810 funds tracked by Wall St. Rank hold URI as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 1,883 shares of United Rentals worth $620K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 374 United Rentals shares in Q1 2021, an estimated $106K.
  • United Rentals made up 0.03% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #160 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in United Rentals in Q3 2020 and has held it in 3 quarters since.
  • 810 funds tracked by Wall St. Rank held United Rentals as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.