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Strategic Investment Management’s United Rentals URI Stock Holding History

Strategic 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
2017
Q1 		– Sell
-2,739
Closed -$289K – 78
2016
Q4 		$289K Hold
2,739
– – 0.03% 55
2016
Q3 		$214K Buy
+2,739
New +$210K 0.15% 68

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Strategic Investment Management's URI Position: Q1 2017 in Review

Strategic Investment Management sold out of United Rentals (URI) in Q1 2017, closing a stake of 2,739 shares — an estimated $289K sold.

Strategic Investment Management first reported a position in URI in Q3 2016 and held it in 2 quarters. The position peaked at $289K in Q4 2016. 564 funds tracked by Wall St. Rank hold URI as of Q1 2017.

  • Strategic Investment Management reported no remaining United Rentals position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 2,739 United Rentals shares in Q1 2017, an estimated $289K.
  • Strategic Investment Management first reported a position in United Rentals in Q3 2016 and held it in 2 quarters.
  • Strategic Investment Management's United Rentals position peaked at $289K in Q4 2016.
  • 564 funds tracked by Wall St. Rank held United Rentals as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.