SEC 13F Intelligence

Willingdon Wealth Management / URI

Willingdon Wealth Management’s United Rentals Inc Position

Does Willingdon Wealth Management own United Rentals Inc (URI)? Yes — 54.3K shares worth $6M (+1.41% of its 13F portfolio) as of Q1 2020, up from 205 shares the prior filed quarter.

Position Value
$6M
Q1 2020
Shares
54.3K
% of Portfolio
+1.41%
Quarters Held
6
currently held

Position History URI

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $34,000Q4 ’19Q1 ’20: $6MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202054.3K$6M+1.41%
Q4 2019205$34,000+0.01%
Q3 201920.2K$3M+0.55%
Q2 201919.7K$3M+0.61%
Q1 201918.7K$2M+0.52%
Q4 201818.3K$2M+0.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of URI.