Vantage Financial Partners (Illinois)’s United Rentals URI Stock Holding History

Vantage Financial Partners (Illinois)’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 Q4	–	Sell	-3,050	Closed	-$532K	–	85
2020 Q3	$532K	Hold	3,050	–	–	0.33%	49
2020 Q2	$455K	Hold	3,050	–	–	0.29%	44
2020 Q1	$314K	Hold	3,050	–	–	0.23%	49
2019 Q4	$509K	Hold	3,050	–	–	0.3%	47
2019 Q3	$380K	Buy	3,050 +400	+15%	+$48.5K	0.25%	49
2019 Q2	$351K	Buy	2,650 +650	+33%	+$82.5K	0.23%	58
2019 Q1	$229K	Hold	2,000	–	–	0.15%	73
2018 Q4	$205K	Hold	2,000	–	–	0.15%	74
2018 Q3	$327K	Buy	+2,000	New	+$311K	0.21%	62

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LAM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s URI Position: Q4 2020 in Review

Vantage Financial Partners (Illinois) sold out of United Rentals (URI) in Q4 2020, closing a stake of 3,050 shares — an estimated $532K sold.

Vantage Financial Partners (Illinois) first reported a position in URI in Q3 2018 and held it in 9 quarters. The position peaked at $532K in Q3 2020. 768 funds tracked by Wall St. Rank hold URI as of Q4 2020.

Vantage Financial Partners (Illinois) reported no remaining United Rentals position as of Q4 2020 after selling out during the quarter.
Vantage Financial Partners (Illinois) sold 3,050 United Rentals shares in Q4 2020, an estimated $532K.
Vantage Financial Partners (Illinois) first reported a position in United Rentals in Q3 2018 and held it in 9 quarters.
Vantage Financial Partners (Illinois)'s United Rentals position peaked at $532K in Q3 2020.
768 funds tracked by Wall St. Rank held United Rentals as of Q4 2020.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q4 2020, filed 5 Feb 2021.