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Pin Oak Investment Advisors’s United Rentals URI Stock Holding History

Pin Oak Investment 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
2020
Q3 		– Sell
-18,791
Closed -$2.8M – 402
2020
Q2 		$2.8M Sell
18,791
-2,368
-11% -$300K 2.6% 4
2020
Q1 		$2.18M Buy
21,159
+7,459
+54% +$989K 2.28% 6
2019
Q4 		$2.29M Sell
13,700
-230
-2% -$33.4K 1.84% 14
2019
Q3 		$1.74M Buy
+13,930
New +$1.69M 1.42% 23

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State Street
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AllianceBernstein
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PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pin Oak Investment Advisors's URI Position: Q3 2020 in Review

Pin Oak Investment Advisors sold out of United Rentals (URI) in Q3 2020, closing a stake of 18,791 shares — an estimated $2.8M sold.

Pin Oak Investment Advisors first reported a position in URI in Q3 2019 and held it in 4 quarters. The position peaked at $2.8M in Q2 2020. 668 funds tracked by Wall St. Rank hold URI as of Q3 2020.

  • Pin Oak Investment Advisors reported no remaining United Rentals position as of Q3 2020 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 18,791 United Rentals shares in Q3 2020, an estimated $2.8M.
  • Pin Oak Investment Advisors first reported a position in United Rentals in Q3 2019 and held it in 4 quarters.
  • Pin Oak Investment Advisors's United Rentals position peaked at $2.8M in Q2 2020.
  • 668 funds tracked by Wall St. Rank held United Rentals as of Q3 2020.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.