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Boston Advisors’s United Rentals URI Stock Holding History

Boston Advisors’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
Q3 		$1.84M Sell
14,756
-12,488
-46% -$1.51M 0.1% 261
2019
Q2 		$3.61M Sell
27,244
-8,521
-24% -$1.08M 0.19% 142
2019
Q1 		$4.09M Sell
35,765
-30,074
-46% -$3.71M 0.21% 132
2018
Q4 		$6.75M Buy
65,839
+1,389
+2% +$167K 0.39% 61
2018
Q3 		$10.5M Sell
64,450
-87,660
-58% -$13.6M 0.46% 42
2018
Q2 		$22.5M Sell
152,110
-2,860
-2% -$467K 0.56% 48
2018
Q1 		$26.8M Buy
154,970
+15,527
+11% +$2.76M 0.69% 30
2017
Q4 		$24M Sell
139,443
-1,385
-1% -$211K 0.52% 46
2017
Q3 		$19.5M Buy
140,828
+100,103
+246% +$12M 0.44% 62
2017
Q2 		$4.59M Sell
40,725
-152,098
-79% -$17M 0.11% 221
2017
Q1 		$24.1M Sell
192,823
-45,131
-19% -$5.49M 0.57% 31
2016
Q4 		$25.1M Sell
237,954
-69,321
-23% -$6.31M 0.6% 33
2016
Q3 		$24.1M Buy
307,275
+14,880
+5% +$1.14M 0.6% 33
2016
Q2 		$19.6M Buy
292,395
+46,905
+19% +$3.06M 0.49% 60
2016
Q1 		$15.3M Buy
245,490
+195,995
+396% +$10.9M 0.38% 80
2015
Q4 		$3.59M Buy
49,495
+14,700
+42% +$1.06M 0.08% 229
2015
Q3 		$2.09M Sell
34,795
-54,190
-61% -$3.76M 0.08% 269
2015
Q2 		$7.8M Sell
88,985
-1,360
-2% -$130K 0.32% 98
2015
Q1 		$8.24M Buy
90,345
+39,505
+78% +$3.55M 0.33% 97
2014
Q4 		$5.19M Buy
50,840
+42,680
+523% +$4.57M 0.22% 132
2014
Q3 		$907K Buy
8,160
+180
+2% +$20.2K 0.04% 290
2014
Q2 		$836K Buy
+7,980
New +$780K 0.04% 295

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Advisors's URI Position: Q3 2019 in Review

Boston Advisors reduced its United Rentals (URI) stake by 46% in Q3 2019, selling an estimated $1.51M and leaving 14,756 shares worth $1.84M. The position accounts for 0.1% of the portfolio, ranked #261.

Boston Advisors first reported a position in URI in Q2 2014 and has held it in 22 quarters since. The position peaked at $26.8M in Q1 2018. 655 funds tracked by Wall St. Rank hold URI as of Q3 2019.

  • Boston Advisors held 14,756 shares of United Rentals worth $1.84M as of Q3 2019.
  • Boston Advisors sold 12,488 United Rentals shares in Q3 2019, an estimated $1.51M.
  • United Rentals made up 0.1% of Boston Advisors's portfolio in Q3 2019, its #261 holding.
  • Boston Advisors first reported a position in United Rentals in Q2 2014 and has held it in 22 quarters since.
  • Boston Advisors's United Rentals position peaked at $26.8M in Q1 2018.
  • 655 funds tracked by Wall St. Rank held United Rentals as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.