Westfield Capital Management
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Westfield Capital Management’s United Rentals URI Stock Holding History

Westfield Capital 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
2018
Q4 		– Sell
-2,300
Closed -$376K – 271
2018
Q3 		$376K Buy
+2,300
New +$358K ﹤0.01% 240
2015
Q1 		– Sell
-375,041
Closed -$38.3M – 329
2014
Q4 		$38.3M Sell
375,041
-157,980
-30% -$16.9M 0.23% 132
2014
Q3 		$59.2M Sell
533,021
-120,972
-18% -$13.6M 0.36% 93
2014
Q2 		$68.5M Sell
653,993
-167,507
-20% -$16.4M 0.41% 81
2014
Q1 		$78M Sell
821,500
-50,455
-6% -$4.28M 0.47% 75
2013
Q4 		$68M Sell
871,955
-10,615
-1% -$711K 0.4% 83
2013
Q3 		$51.4M Buy
882,570
+314,245
+55% +$17.4M 0.33% 103
2013
Q2 		$28.4M Buy
+568,325
New +$30.2M 0.2% 164

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management's URI Position: Q4 2018 in Review

Westfield Capital Management sold out of United Rentals (URI) in Q4 2018, closing a stake of 2,300 shares — an estimated $376K sold.

Westfield Capital Management first reported a position in URI in Q2 2013 and held it in 8 quarters. The position peaked at $78M in Q1 2014. 661 funds tracked by Wall St. Rank hold URI as of Q4 2018.

  • Westfield Capital Management reported no remaining United Rentals position as of Q4 2018 after selling out during the quarter.
  • Westfield Capital Management sold 2,300 United Rentals shares in Q4 2018, an estimated $376K.
  • Westfield Capital Management first reported a position in United Rentals in Q2 2013 and held it in 8 quarters.
  • Westfield Capital Management's United Rentals position peaked at $78M in Q1 2014.
  • 661 funds tracked by Wall St. Rank held United Rentals as of Q4 2018.

Based on Westfield Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.