TrueWealth LLC’s United Rentals URI Stock Holding History

TrueWealth LLC’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 Q2	$16K	Hold	109	–	–	0.01%	410
2020 Q1	$11K	Hold	109	–	–	0.01%	448
2019 Q4	$18K	Hold	109	–	–	0.01%	395
2019 Q3	$14K	Hold	109	–	–	0.01%	419
2019 Q2	$14K	Hold	109	–	–	0.01%	421
2019 Q1	$12K	Hold	109	–	–	0.01%	436
2018 Q4	$11K	Hold	109	–	–	0.01%	433
2018 Q3	$18K	Hold	109	–	–	0.01%	400
2018 Q2	$16K	Hold	109	–	–	0.01%	418
2018 Q1	$19K	Sell	109 -59	-35%	-$10.5K	0.01%	369
2017 Q4	$29K	Buy	+168	New	+$25.6K	0.01%	362

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

TrueWealth LLC's URI Position: Q2 2020 in Review

TrueWealth LLC held its United Rentals (URI) position steady in Q2 2020 at 109 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #410.

TrueWealth LLC first reported a position in URI in Q4 2017 and has held it in 11 quarters since. The position peaked at $29K in Q4 2017. 650 funds tracked by Wall St. Rank hold URI as of Q2 2020.

TrueWealth LLC held 109 shares of United Rentals worth $16K as of Q2 2020.
TrueWealth LLC left its United Rentals share count unchanged in Q2 2020.
United Rentals made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #410 holding.
TrueWealth LLC first reported a position in United Rentals in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's United Rentals position peaked at $29K in Q4 2017.
650 funds tracked by Wall St. Rank held United Rentals as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.