WRF
URI icon

Waddell & Reed Financial’s United Rentals URI Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$132M Sell
400,361
-10,502
-3% -$2.97M 0.27% 105
2020
Q4 		$95.3M Sell
410,863
-15,751
-4% -$3.33M 0.2% 142
2020
Q3 		$74.4M Buy
426,614
+66,159
+18% +$11.1M 0.18% 152
2020
Q2 		$53.7M Buy
360,455
+10,246
+3% +$1.3M 0.14% 179
2020
Q1 		$36M Sell
350,209
-164,444
-32% -$21.8M 0.12% 201
2019
Q4 		$85.8M Sell
514,653
-61,915
-11% -$8.99M 0.21% 134
2019
Q3 		$71.9M Buy
576,568
+45,079
+8% +$5.47M 0.19% 156
2019
Q2 		$70.5M Sell
531,489
-15,100
-3% -$1.92M 0.17% 158
2019
Q1 		$62.4M Buy
+546,589
New +$67.5M 0.15% 178

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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