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Banyan Partners’s United Rentals URI Stock Holding History

Banyan Partners’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
2014
Q3 		$894K Sell
8,047
-2,970
-27% -$334K 0.08% 242
2014
Q2 		$1.15M Buy
11,017
+112
+1% +$10.9K 0.1% 222
2014
Q1 		$1.03M Buy
10,905
+15
+0.1% +$1.27K 0.09% 223
2013
Q4 		$849K Buy
+10,890
New +$730K 0.06% 248

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Banyan Partners's URI Position: Q3 2014 in Review

Banyan Partners reduced its United Rentals (URI) stake by 27% in Q3 2014, selling an estimated $334K and leaving 8,047 shares worth $894K. The position accounts for 0.08% of the portfolio, ranked #242.

Banyan Partners first reported a position in URI in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.15M in Q2 2014. 551 funds tracked by Wall St. Rank hold URI as of Q3 2014.

  • Banyan Partners held 8,047 shares of United Rentals worth $894K as of Q3 2014.
  • Banyan Partners sold 2,970 United Rentals shares in Q3 2014, an estimated $334K.
  • United Rentals made up 0.08% of Banyan Partners's portfolio in Q3 2014, its #242 holding.
  • Banyan Partners first reported a position in United Rentals in Q4 2013 and has held it in 4 quarters since.
  • Banyan Partners's United Rentals position peaked at $1.15M in Q2 2014.
  • 551 funds tracked by Wall St. Rank held United Rentals as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.