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Westwood Holdings Group’s United Rentals URI Stock Holding History

Westwood Holdings Group’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
2019
Q1 		– Sell
-5,500
Closed -$564K – 423
2018
Q4 		$564K Buy
5,500
+195
+4% +$23.5K 0.01% 333
2018
Q3 		$868K Buy
5,305
+90
+2% +$14K 0.01% 323
2018
Q2 		$769K Sell
5,215
-24
-0.5% -$3.92K 0.01% 343
2018
Q1 		$904K Hold
5,239
– – 0.01% 330
2017
Q4 		$901K Sell
5,239
-400
-7% -$60.9K 0.01% 324
2017
Q3 		$783K Buy
5,639
+24
+0.4% +$2.87K 0.01% 328
2017
Q2 		$633K Buy
+5,615
New +$627K 0.01% 340

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Westwood Holdings Group's URI Position: Q1 2019 in Review

Westwood Holdings Group sold out of United Rentals (URI) in Q1 2019, closing a stake of 5,500 shares — an estimated $564K sold.

Westwood Holdings Group first reported a position in URI in Q2 2017 and held it in 7 quarters. The position peaked at $904K in Q1 2018. 680 funds tracked by Wall St. Rank hold URI as of Q1 2019.

  • Westwood Holdings Group reported no remaining United Rentals position as of Q1 2019 after selling out during the quarter.
  • Westwood Holdings Group sold 5,500 United Rentals shares in Q1 2019, an estimated $564K.
  • Westwood Holdings Group first reported a position in United Rentals in Q2 2017 and held it in 7 quarters.
  • Westwood Holdings Group's United Rentals position peaked at $904K in Q1 2018.
  • 680 funds tracked by Wall St. Rank held United Rentals as of Q1 2019.

Based on Westwood Holdings Group's 13F filing for Q1 2019, filed 13 May 2019.