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Loeb Offshore Management’s United Rentals URI Stock Holding History

Loeb Offshore 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
2013
Q4 		– Sell
-39,826
Closed -$2.32M – 239
2013
Q3 		$2.32M Buy
+39,826
New +$2.21M 0.72% 46

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loeb Offshore Management's URI Position: Q4 2013 in Review

Loeb Offshore Management sold out of United Rentals (URI) in Q4 2013, closing a stake of 39,826 shares — an estimated $2.32M sold.

Loeb Offshore Management first reported a position in URI in Q3 2013 and held it in 1 quarter. The position peaked at $2.32M in Q3 2013. 419 funds tracked by Wall St. Rank hold URI as of Q4 2013.

  • Loeb Offshore Management reported no remaining United Rentals position as of Q4 2013 after selling out during the quarter.
  • Loeb Offshore Management sold 39,826 United Rentals shares in Q4 2013, an estimated $2.32M.
  • Loeb Offshore Management first reported a position in United Rentals in Q3 2013 and held it in 1 quarter.
  • Loeb Offshore Management's United Rentals position peaked at $2.32M in Q3 2013.
  • 419 funds tracked by Wall St. Rank held United Rentals as of Q4 2013.

Based on Loeb Offshore Management's 13F filing for Q4 2013, filed 14 Feb 2014.