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Convergence Investment Partners’s United Rentals URI Stock Holding History

Convergence Investment 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
2018
Q4 		– Sell
-4,045
Closed -$662K – 371
2018
Q3 		$662K Sell
4,045
-2,512
-38% -$391K 0.14% 183
2018
Q2 		$968K Sell
6,557
-5,475
-46% -$895K 0.14% 200
2018
Q1 		$2.08M Buy
+12,032
New +$2.14M 0.27% 133
2017
Q3 		– Sell
-9,384
Closed -$1.06M – 397
2017
Q2 		$1.06M Sell
9,384
-10,584
-53% -$1.18M 0.15% 238
2017
Q1 		$2.5M Buy
19,968
+1,320
+7% +$161K 0.35% 108
2016
Q4 		$1.97M Sell
18,648
-2,148
-10% -$195K 0.27% 140
2016
Q3 		$1.63M Buy
20,796
+17,438
+519% +$1.34M 0.24% 156
2016
Q2 		$225K Buy
+3,358
New +$219K 0.03% 301

Other funds holding URI

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Convergence Investment Partners's URI Position: Q4 2018 in Review

Convergence Investment Partners sold out of United Rentals (URI) in Q4 2018, closing a stake of 4,045 shares — an estimated $662K sold.

Convergence Investment Partners first reported a position in URI in Q2 2016 and held it in 8 quarters. The position peaked at $2.5M in Q1 2017. 662 funds tracked by Wall St. Rank hold URI as of Q4 2018.

  • Convergence Investment Partners reported no remaining United Rentals position as of Q4 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 4,045 United Rentals shares in Q4 2018, an estimated $662K.
  • Convergence Investment Partners first reported a position in United Rentals in Q2 2016 and held it in 8 quarters.
  • Convergence Investment Partners's United Rentals position peaked at $2.5M in Q1 2017.
  • 662 funds tracked by Wall St. Rank held United Rentals as of Q4 2018.

Based on Convergence Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.