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Winch Advisory Services’s United Rentals URI Stock Holding History

Winch Advisory Services’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
2019
Q4 		– Sell
-35
Closed -$4K – 376
2019
Q3 		$4K Hold
35
– – ﹤0.01% 259
2019
Q2 		$5K Hold
35
– – ﹤0.01% 261
2019
Q1 		$4K Hold
35
– – ﹤0.01% 270
2018
Q4 		$4K Hold
35
– – ﹤0.01% 250
2018
Q3 		$6K Hold
35
– – ﹤0.01% 217
2018
Q2 		$5K Buy
+35
New +$5.72K ﹤0.01% 233

Other funds holding URI

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winch Advisory Services's URI Position: Q4 2019 in Review

Winch Advisory Services sold out of United Rentals (URI) in Q4 2019, closing a stake of 35 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in URI in Q2 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 707 funds tracked by Wall St. Rank hold URI as of Q4 2019.

  • Winch Advisory Services reported no remaining United Rentals position as of Q4 2019 after selling out during the quarter.
  • Winch Advisory Services sold 35 United Rentals shares in Q4 2019, an estimated $4K.
  • Winch Advisory Services first reported a position in United Rentals in Q2 2018 and held it in 6 quarters.
  • Winch Advisory Services's United Rentals position peaked at $6K in Q3 2018.
  • 707 funds tracked by Wall St. Rank held United Rentals as of Q4 2019.

Based on Winch Advisory Services's 13F filing for Q4 2019, filed 12 Feb 2020.