WQ
URI icon

Wealth Quarterback’s United Rentals URI Stock Holding History

Wealth Quarterback’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
Q3 		$35K Hold
99
– – 0.02% 292
2021
Q2 		$32K Buy
+99
New +$32K 0.02% 287
2020
Q2 		– Sell
-99
Closed -$10.2K – 735
2020
Q1 		$10.2K Hold
99
– – 0.01% 468
2019
Q4 		$16.5K Buy
+99
New +$14.4K 0.01% 398

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wealth Quarterback's URI Position: Q3 2021 in Review

Wealth Quarterback held its United Rentals (URI) position steady in Q3 2021 at 99 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #292.

Wealth Quarterback first reported a position in URI in Q4 2019 and has held it in 4 quarters since. 844 funds tracked by Wall St. Rank hold URI as of Q3 2021.

  • Wealth Quarterback held 99 shares of United Rentals worth $35K as of Q3 2021.
  • Wealth Quarterback left its United Rentals share count unchanged in Q3 2021.
  • United Rentals made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #292 holding.
  • Wealth Quarterback first reported a position in United Rentals in Q4 2019 and has held it in 4 quarters since.
  • 844 funds tracked by Wall St. Rank held United Rentals as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.