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Hillsdale Investment Management’s United Rentals URI Stock Holding History

Hillsdale 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
2020
Q2 		– Sell
-2,850
Closed -$293K – 691
2020
Q1 		$293K Hold
2,850
– – 0.04% 385
2019
Q4 		$475K Sell
2,850
-1,100
-28% -$160K 0.04% 371
2019
Q3 		$493K Sell
3,950
-120
-3% -$14.5K 0.04% 352
2019
Q2 		$540K Hold
4,070
– – 0.05% 316
2019
Q1 		$465K Buy
4,070
+270
+7% +$33.3K 0.04% 336
2018
Q4 		$390K Buy
3,800
+800
+27% +$96.3K 0.05% 330
2018
Q3 		$490K Buy
3,000
+850
+40% +$132K 0.06% 178
2018
Q2 		$317K Sell
2,150
-20
-0.9% -$3.27K 0.04% 280
2018
Q1 		$375K Sell
2,170
-400
-16% -$71K 0.05% 239
2017
Q4 		$442K Sell
2,570
-300
-10% -$45.7K 0.07% 218
2017
Q3 		$398K Hold
2,870
– – 0.07% 217
2017
Q2 		$324K Sell
2,870
-510
-15% -$56.9K 0.06% 234
2017
Q1 		$423K Sell
3,380
-40
-1% -$4.87K 0.08% 182
2016
Q4 		$361K Sell
3,420
-680
-17% -$61.9K 0.08% 193
2016
Q3 		$322K Buy
+4,100
New +$314K 0.09% 245

Other funds holding URI

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Hillsdale Investment Management's URI Position: Q2 2020 in Review

Hillsdale Investment Management sold out of United Rentals (URI) in Q2 2020, closing a stake of 2,850 shares — an estimated $293K sold.

Hillsdale Investment Management first reported a position in URI in Q3 2016 and held it in 15 quarters. The position peaked at $540K in Q2 2019. 650 funds tracked by Wall St. Rank hold URI as of Q2 2020.

  • Hillsdale Investment Management reported no remaining United Rentals position as of Q2 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,850 United Rentals shares in Q2 2020, an estimated $293K.
  • Hillsdale Investment Management first reported a position in United Rentals in Q3 2016 and held it in 15 quarters.
  • Hillsdale Investment Management's United Rentals position peaked at $540K in Q2 2019.
  • 650 funds tracked by Wall St. Rank held United Rentals as of Q2 2020.

Based on Hillsdale Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.