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Symphony Asset Management’s United Rentals URI Stock Holding History

Symphony Asset Management’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
2019
Q2 		– Sell
-3,005
Closed -$343K – 205
2019
Q1 		$343K Buy
+3,005
New +$371K 0.09% 118
2018
Q1 		– Sell
-3,252
Closed -$559K – 377
2017
Q4 		$559K Buy
3,252
+538
+20% +$81.9K 0.06% 247
2017
Q3 		$377K Buy
+2,714
New +$324K 0.04% 292

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Symphony Asset Management's URI Position: Q2 2019 in Review

Symphony Asset Management sold out of United Rentals (URI) in Q2 2019, closing a stake of 3,005 shares — an estimated $343K sold.

Symphony Asset Management first reported a position in URI in Q3 2017 and held it in 3 quarters. The position peaked at $559K in Q4 2017. 668 funds tracked by Wall St. Rank hold URI as of Q2 2019.

  • Symphony Asset Management reported no remaining United Rentals position as of Q2 2019 after selling out during the quarter.
  • Symphony Asset Management sold 3,005 United Rentals shares in Q2 2019, an estimated $343K.
  • Symphony Asset Management first reported a position in United Rentals in Q3 2017 and held it in 3 quarters.
  • Symphony Asset Management's United Rentals position peaked at $559K in Q4 2017.
  • 668 funds tracked by Wall St. Rank held United Rentals as of Q2 2019.

Based on Symphony Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.