CO
URI icon

Caldwell & Orkin’s United Rentals URI Stock Holding History

Caldwell & Orkin’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
Q4 		– Sell
-19,700
Closed -$2.19M – 83
2014
Q3 		$2.19M Sell
19,700
-7,200
-27% -$810K 1.58% 25
2014
Q2 		$2.82M Buy
+26,900
New +$2.63M 1.43% 25

Other funds holding URI

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell & Orkin's URI Position: Q4 2014 in Review

Caldwell & Orkin sold out of United Rentals (URI) in Q4 2014, closing a stake of 19,700 shares — an estimated $2.19M sold.

Caldwell & Orkin first reported a position in URI in Q2 2014 and held it in 2 quarters. The position peaked at $2.82M in Q2 2014. 592 funds tracked by Wall St. Rank hold URI as of Q4 2014.

  • Caldwell & Orkin reported no remaining United Rentals position as of Q4 2014 after selling out during the quarter.
  • Caldwell & Orkin sold 19,700 United Rentals shares in Q4 2014, an estimated $2.19M.
  • Caldwell & Orkin first reported a position in United Rentals in Q2 2014 and held it in 2 quarters.
  • Caldwell & Orkin's United Rentals position peaked at $2.82M in Q2 2014.
  • 592 funds tracked by Wall St. Rank held United Rentals as of Q4 2014.

Based on Caldwell & Orkin's 13F filing for Q4 2014, filed 10 Feb 2015.