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Woodley Farra Manion Portfolio Management’s United Rentals URI Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-100
Closed -$15K – 375
2020
Q2 		$15K Hold
100
– – ﹤0.01% 247
2020
Q1 		$10K Buy
+100
New +$13.3K ﹤0.01% 281

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's URI Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of United Rentals (URI) in Q3 2020, closing a stake of 100 shares — an estimated $15K sold.

Woodley Farra Manion Portfolio Management first reported a position in URI in Q1 2020 and held it in 2 quarters. The position peaked at $15K in Q2 2020. 669 funds tracked by Wall St. Rank hold URI as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining United Rentals position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 100 United Rentals shares in Q3 2020, an estimated $15K.
  • Woodley Farra Manion Portfolio Management first reported a position in United Rentals in Q1 2020 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's United Rentals position peaked at $15K in Q2 2020.
  • 669 funds tracked by Wall St. Rank held United Rentals as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.