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Taylor Hoffman Wealth Management’s United Rentals URI Stock Holding History

Taylor Hoffman Wealth 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
2020
Q1 		– Sell
-16
Closed -$3K – 357
2019
Q4 		$3K Hold
16
– – ﹤0.01% 389
2019
Q3 		$2K Hold
16
– – ﹤0.01% 406
2019
Q2 		$2K Hold
16
– – ﹤0.01% 396
2019
Q1 		$2K Hold
16
– – ﹤0.01% 401
2018
Q4 		$2K Hold
16
– – ﹤0.01% 390
2018
Q3 		$3K Hold
16
– – ﹤0.01% 367
2018
Q2 		$2K Hold
16
– – ﹤0.01% 378
2018
Q1 		$3K Hold
16
– – ﹤0.01% 376
2017
Q4 		$3K Buy
+16
New +$2.44K ﹤0.01% 380

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Taylor Hoffman Wealth Management's URI Position: Q1 2020 in Review

Taylor Hoffman Wealth Management sold out of United Rentals (URI) in Q1 2020, closing a stake of 16 shares — an estimated $3K sold.

Taylor Hoffman Wealth Management first reported a position in URI in Q4 2017 and held it in 9 quarters. The position peaked at $3K in Q4 2019. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • Taylor Hoffman Wealth Management reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 16 United Rentals shares in Q1 2020, an estimated $3K.
  • Taylor Hoffman Wealth Management first reported a position in United Rentals in Q4 2017 and held it in 9 quarters.
  • Taylor Hoffman Wealth Management's United Rentals position peaked at $3K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.