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Weld Capital Management’s United Rentals URI Stock Holding History

Weld Capital 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
2021
Q2 		– Sell
-1,042
Closed -$343K – 388
2021
Q1 		$343K Buy
+1,042
New +$295K 0.14% 234
2020
Q3 		– Sell
-1,683
Closed -$251K – 666
2020
Q2 		$251K Buy
+1,683
New +$214K 0.1% 328
2019
Q2 		– Sell
-21,491
Closed -$2.46M – 931
2019
Q1 		$2.46M Buy
21,491
+18,741
+681% +$2.31M 0.45% 24
2018
Q4 		$282K Buy
+2,750
New +$331K 0.06% 512

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Weld Capital Management's URI Position: Q2 2021 in Review

Weld Capital Management sold out of United Rentals (URI) in Q2 2021, closing a stake of 1,042 shares — an estimated $343K sold.

Weld Capital Management first reported a position in URI in Q4 2018 and held it in 4 quarters. The position peaked at $2.46M in Q1 2019. 844 funds tracked by Wall St. Rank hold URI as of Q2 2021.

  • Weld Capital Management reported no remaining United Rentals position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 1,042 United Rentals shares in Q2 2021, an estimated $343K.
  • Weld Capital Management first reported a position in United Rentals in Q4 2018 and held it in 4 quarters.
  • Weld Capital Management's United Rentals position peaked at $2.46M in Q1 2019.
  • 844 funds tracked by Wall St. Rank held United Rentals as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.