Gideon Capital Advisors’s United Rentals URI Stock Holding History

Gideon Capital 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 Q4	–	Sell	-23,129	Closed	-$2.88M	–	390
2019 Q3	$2.88M	Buy	23,129 +19,099	+474%	+$2.32M	0.94%	13
2019 Q2	$534K	Sell	4,030 -8,596	-68%	-$1.09M	0.18%	168
2019 Q1	$1.44M	Buy	12,626 +8,331	+194%	+$1.03M	0.52%	45
2018 Q4	$440K	Buy	4,295 +2,179	+103%	+$262K	0.18%	178
2018 Q3	$346K	Buy	+2,116	New	+$329K	0.16%	208
2018 Q2	–	Sell	-6,354	Closed	-$1.1M	–	499
2018 Q1	$1.1M	Buy	+6,354	New	+$1.13M	0.68%	17
2015 Q1	–	Sell	-12,193	Closed	-$1.24M	–	308
2014 Q4	$1.24M	Buy	+12,193	New	+$1.31M	0.59%	58
2014 Q2	–	Sell	-3,364	Closed	-$319K	–	318
2014 Q1	$319K	Buy	+3,364	New	+$285K	0.18%	153

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's URI Position: Q4 2019 in Review

Gideon Capital Advisors sold out of United Rentals (URI) in Q4 2019, closing a stake of 23,129 shares — an estimated $2.88M sold.

Gideon Capital Advisors first reported a position in URI in Q1 2014 and held it in 8 quarters. The position peaked at $2.88M in Q3 2019. 707 funds tracked by Wall St. Rank hold URI as of Q4 2019.

Gideon Capital Advisors reported no remaining United Rentals position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 23,129 United Rentals shares in Q4 2019, an estimated $2.88M.
Gideon Capital Advisors first reported a position in United Rentals in Q1 2014 and held it in 8 quarters.
Gideon Capital Advisors's United Rentals position peaked at $2.88M in Q3 2019.
707 funds tracked by Wall St. Rank held United Rentals as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.