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Foresters Investment Management’s United Rentals URI Stock Holding History

Foresters Investment Management’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
2015
Q3 		– Sell
-172,860
Closed -$15.1M – 296
2015
Q2 		$15.1M Sell
172,860
-263,900
-60% -$25.3M 0.29% 125
2015
Q1 		$39.8M Buy
436,760
+33,485
+8% +$3.01M 0.77% 33
2014
Q4 		$41.1M Buy
403,275
+16,600
+4% +$1.78M 0.82% 27
2014
Q3 		$43M Buy
386,675
+20,000
+5% +$2.25M 0.91% 20
2014
Q2 		$38.4M Buy
366,675
+81,000
+28% +$7.92M 0.79% 35
2014
Q1 		$27.1M Buy
285,675
+16,850
+6% +$1.43M 0.59% 66
2013
Q4 		$21M Buy
268,825
+61,825
+30% +$4.14M 0.45% 93
2013
Q3 		$12.1M Buy
207,000
+72,000
+53% +$3.99M 0.29% 123
2013
Q2 		$6.74M Buy
+135,000
New +$7.19M 0.2% 130

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $550B AUM 43.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Foresters Investment Management's URI Position: Q3 2015 in Review

Foresters Investment Management sold out of United Rentals (URI) in Q3 2015, closing a stake of 172,860 shares — an estimated $15.1M sold.

Foresters Investment Management first reported a position in URI in Q2 2013 and held it in 9 quarters. The position peaked at $43M in Q3 2014. 486 funds tracked by Wall St. Rank hold URI as of Q3 2015.

  • Foresters Investment Management reported no remaining United Rentals position as of Q3 2015 after selling out during the quarter.
  • Foresters Investment Management sold 172,860 United Rentals shares in Q3 2015, an estimated $15.1M.
  • Foresters Investment Management first reported a position in United Rentals in Q2 2013 and held it in 9 quarters.
  • Foresters Investment Management's United Rentals position peaked at $43M in Q3 2014.
  • 486 funds tracked by Wall St. Rank held United Rentals as of Q3 2015.

Based on Foresters Investment Management's 13F filing for Q3 2015, filed 12 Nov 2015.