Symmetry Partners’s United Rentals URI Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-5,830	Closed	-$3.77M	–	482
2024 Q2	$3.77M	Sell	5,830 -117	-2%	-$77.8K	0.19%	57
2024 Q1	$4.29M	Hold	5,947	–	–	0.34%	48
2023 Q4	$3.44M	Sell	5,947 -593	-9%	-$280K	0.19%	60
2023 Q3	$2.91M	Hold	6,540	–	–	0.16%	71
2023 Q2	$2.91M	Buy	6,540 +22	+0.3%	+$8.15K	0.15%	72
2023 Q1	$2.58M	Hold	6,518	–	–	0.14%	80
2022 Q4	$2.32M	Hold	6,518	–	–	0.14%	83
2022 Q3	$1.76M	Hold	6,518	–	–	0.12%	93
2022 Q2	$1.58M	Hold	6,518	–	–	0.11%	100
2022 Q1	$2.31M	Hold	6,518	–	–	0.15%	83
2021 Q4	$2.17M	Sell	6,518 -121	-2%	-$43.1K	0.14%	94
2021 Q3	$2.34M	Sell	6,639 -244	-4%	-$81.9K	0.15%	88
2021 Q2	$2.2M	Hold	6,883	–	–	0.15%	92
2021 Q1	$2.27M	Sell	6,883 -267	-4%	-$75.6K	0.16%	81
2020 Q4	$1.66M	Sell	7,150 -47	-0.7%	-$9.93K	0.13%	107
2020 Q3	$1.26M	Buy	7,197 +3,743	+108%	+$629K	0.11%	124
2020 Q2	$515K	Buy	3,454 +35	+1%	+$4.44K	0.06%	145
2020 Q1	$352K	Buy	+3,419	New	+$453K	0.08%	178

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Symmetry Partners's URI Position: Q3 2024 in Review

Symmetry Partners sold out of United Rentals (URI) in Q3 2024, closing a stake of 5,830 shares — an estimated $3.77M sold.

Symmetry Partners first reported a position in URI in Q1 2020 and held it in 18 quarters. The position peaked at $4.29M in Q1 2024. 1,239 funds tracked by Wall St. Rank hold URI as of Q3 2024.

Symmetry Partners reported no remaining United Rentals position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 5,830 United Rentals shares in Q3 2024, an estimated $3.77M.
Symmetry Partners first reported a position in United Rentals in Q1 2020 and held it in 18 quarters.
Symmetry Partners's United Rentals position peaked at $4.29M in Q1 2024.
1,239 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.