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West Oak Capital’s United Rentals URI Stock Holding History

West Oak Capital’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
2021
Q1 		– Sell
-100
Closed -$23K – 360
2020
Q4 		$23K Buy
+100
New +$21.1K 0.01% 212
2020
Q3 		– Sell
-5
Closed -$1K – 332
2020
Q2 		$1K Hold
5
– – ﹤0.01% 296
2020
Q1 		$1K Buy
+5
New +$663 ﹤0.01% 279

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Oak Capital's URI Position: Q1 2021 in Review

West Oak Capital sold out of United Rentals (URI) in Q1 2021, closing a stake of 100 shares — an estimated $23K sold.

West Oak Capital first reported a position in URI in Q1 2020 and held it in 3 quarters. The position peaked at $23K in Q4 2020. 809 funds tracked by Wall St. Rank hold URI as of Q1 2021.

  • West Oak Capital reported no remaining United Rentals position as of Q1 2021 after selling out during the quarter.
  • West Oak Capital sold 100 United Rentals shares in Q1 2021, an estimated $23K.
  • West Oak Capital first reported a position in United Rentals in Q1 2020 and held it in 3 quarters.
  • West Oak Capital's United Rentals position peaked at $23K in Q4 2020.
  • 809 funds tracked by Wall St. Rank held United Rentals as of Q1 2021.

Based on West Oak Capital's 13F filing for Q1 2021, filed 13 Apr 2021.