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Sun Life Financial’s United Rentals URI Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-42
Closed -$14K – 463
2021
Q1 		$14K Sell
42
-1
-2% -$283 ﹤0.01% 335
2020
Q4 		$10K Hold
43
– – ﹤0.01% 374
2020
Q3 		$8K Sell
43
-2
-4% -$336 ﹤0.01% 393
2020
Q2 		$7K Hold
45
– – ﹤0.01% 365
2020
Q1 		$5K Hold
45
– – ﹤0.01% 382
2019
Q4 		$8K Sell
45
-19
-30% -$2.76K ﹤0.01% 366
2019
Q3 		$8K Sell
64
-1
-2% -$121 ﹤0.01% 551
2019
Q2 		$9K Sell
65
-71
-52% -$9.01K ﹤0.01% 529
2019
Q1 		$16K Sell
136
-95
-41% -$11.7K ﹤0.01% 549
2018
Q4 		$24K Buy
231
+1
+0.4% +$120 0.01% 540
2018
Q3 		$38K Buy
230
+3
+1% +$467 0.01% 501
2018
Q2 		$34K Buy
227
+160
+239% +$26.1K ﹤0.01% 513
2018
Q1 		$387 Sell
67
-117
-64% -$20.8K ﹤0.01% 452
2017
Q4 		$32K Sell
184
-440
-71% -$67K ﹤0.01% 346
2017
Q3 		$87K Buy
624
+3
+0.5% +$358 0.01% 370
2017
Q2 		$70K Buy
621
+615
+10,250% +$68.7K 0.01% 409
2017
Q1 		$45 Buy
+6
New +$730 ﹤0.01% 514

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sun Life Financial's URI Position: Q2 2021 in Review

Sun Life Financial sold out of United Rentals (URI) in Q2 2021, closing a stake of 42 shares — an estimated $14K sold.

Sun Life Financial first reported a position in URI in Q1 2017 and held it in 17 quarters. The position peaked at $87K in Q3 2017. 844 funds tracked by Wall St. Rank hold URI as of Q2 2021.

  • Sun Life Financial reported no remaining United Rentals position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 42 United Rentals shares in Q2 2021, an estimated $14K.
  • Sun Life Financial first reported a position in United Rentals in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's United Rentals position peaked at $87K in Q3 2017.
  • 844 funds tracked by Wall St. Rank held United Rentals as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.