HJMC
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Hellman Jordan Management Company’s United Rentals URI Stock Holding History

Hellman Jordan Management Company’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
2022
Q4 		– Sell
-3,469
Closed -$937K – 49
2022
Q3 		$937K Sell
3,469
-3,324
-49% -$967K 1.63% 22
2022
Q2 		$1.65M Sell
6,793
-3,715
-35% -$1.09M 2.22% 16
2022
Q1 		$3.73M Buy
10,508
+6,222
+145% +$2.03M 4.05% 3
2021
Q4 		$1.42M Buy
4,286
+1,369
+47% +$488K 1.71% 26
2021
Q3 		$1.02M Buy
2,917
+908
+45% +$305K 1.44% 29
2021
Q2 		$641K Sell
2,009
-52
-3% -$16.8K 1.14% 35
2021
Q1 		$679K Buy
+2,061
New +$584K 0.99% 41
2020
Q1 		– Sell
-10,464
Closed -$1.75M – 60
2019
Q4 		$1.75M Buy
10,464
+41
+0.4% +$5.96K 1.96% 13
2019
Q3 		$1.3M Sell
10,423
-19,171
-65% -$2.32M 1.03% 15
2019
Q2 		$3.92M Sell
29,594
-105,000
-78% -$13.3M 5.36% 7
2019
Q1 		$15.4M Buy
134,594
+82,923
+160% +$10.2M 10.72% 1
2018
Q4 		$5.3M Buy
51,671
+45,559
+745% +$5.49M 5.93% 6
2018
Q3 		$1M Buy
6,112
+2,000
+49% +$311K 0.72% 18
2018
Q2 		$607K Sell
4,112
-1,409
-26% -$230K 0.49% 46
2018
Q1 		$954K Hold
5,521
– – 1.58% 21
2017
Q4 		$949K Hold
5,521
– – 1.49% 24
2017
Q3 		$766K Buy
+5,521
New +$660K 1.67% 25

Other funds holding URI

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Hellman Jordan Management Company's URI Position: Q4 2022 in Review

Hellman Jordan Management Company sold out of United Rentals (URI) in Q4 2022, closing a stake of 3,469 shares — an estimated $937K sold.

Hellman Jordan Management Company first reported a position in URI in Q3 2017 and held it in 17 quarters. The position peaked at $15.4M in Q1 2019. 941 funds tracked by Wall St. Rank hold URI as of Q4 2022.

  • Hellman Jordan Management Company reported no remaining United Rentals position as of Q4 2022 after selling out during the quarter.
  • Hellman Jordan Management Company sold 3,469 United Rentals shares in Q4 2022, an estimated $937K.
  • Hellman Jordan Management Company first reported a position in United Rentals in Q3 2017 and held it in 17 quarters.
  • Hellman Jordan Management Company's United Rentals position peaked at $15.4M in Q1 2019.
  • 941 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.