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Lupo Securities’s United Rentals URI Stock Holding History

Lupo Securities’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
Q2 		– Sell
-4,089
Closed -$373K – 396
2015
Q1 		$373K Sell
4,089
-785
-16% -$70.6K 0.58% 38
2014
Q4 		$497K Buy
+4,874
New +$522K 0.24% 30

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JP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lupo Securities's URI Position: Q2 2015 in Review

Lupo Securities sold out of United Rentals (URI) in Q2 2015, closing a stake of 4,089 shares — an estimated $373K sold.

Lupo Securities first reported a position in URI in Q4 2014 and held it in 2 quarters. The position peaked at $497K in Q4 2014. 558 funds tracked by Wall St. Rank hold URI as of Q2 2015.

  • Lupo Securities reported no remaining United Rentals position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 4,089 United Rentals shares in Q2 2015, an estimated $373K.
  • Lupo Securities first reported a position in United Rentals in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's United Rentals position peaked at $497K in Q4 2014.
  • 558 funds tracked by Wall St. Rank held United Rentals as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.