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Winslow Evans & Crocker’s United Rentals URI Stock Holding History

Winslow Evans & Crocker’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
Q4 		$895K Buy
3,857
+1,947
+102% +$411K 0.17% 137
2020
Q3 		$333K Sell
1,910
-355
-16% -$59.7K 0.08% 215
2020
Q2 		$338K Sell
2,265
-577
-20% -$73.2K 0.09% 213
2020
Q1 		$294K Buy
2,842
+46
+2% +$6.1K 0.1% 195
2019
Q4 		$468K Sell
2,796
-96
-3% -$13.9K 0.12% 180
2019
Q3 		$362K Hold
2,892
– – 0.1% 208
2019
Q2 		$384K Sell
2,892
-70
-2% -$8.88K 0.11% 203
2019
Q1 		$340K Sell
2,962
-174
-6% -$21.5K 0.1% 213
2018
Q4 		$322K Sell
3,136
-676
-18% -$81.4K 0.11% 195
2018
Q3 		$626K Buy
3,812
+2,452
+180% +$382K 0.19% 122
2018
Q2 		$202K Sell
1,360
-200
-13% -$32.7K 0.06% 254
2018
Q1 		$269K Buy
1,560
+480
+44% +$85.2K 0.09% 218
2017
Q4 		$186K Buy
1,080
+100
+10% +$15.2K 0.06% 269
2017
Q3 		$136K Sell
980
-1,784
-65% -$213K 0.05% 306
2017
Q2 		$312K Buy
2,764
+100
+4% +$11.2K 0.09% 242
2017
Q1 		$333K Sell
2,664
-1,496
-36% -$182K 0.1% 202
2016
Q4 		$439K Sell
4,160
-204
-5% -$18.6K 0.14% 157
2016
Q3 		$343K Hold
4,364
– – 0.1% 210
2016
Q2 		$293K Sell
4,364
-415
-9% -$27.1K 0.09% 222
2016
Q1 		$297K Sell
4,779
-53,859
-92% -$2.99M 0.09% 207
2015
Q4 		$4.25M Buy
58,638
+1,444
+3% +$104K 1.22% 16
2015
Q3 		$3.43M Buy
57,194
+1,170
+2% +$81.2K 1.08% 20
2015
Q2 		$4.91M Buy
56,024
+1,408
+3% +$135K 1.39% 10
2015
Q1 		$4.98M Sell
54,616
-4,262
-7% -$383K 1.41% 11
2014
Q4 		$6.01M Sell
58,878
-5,652
-9% -$606K 1.71% 6
2014
Q3 		$7.17M Buy
64,530
+10,701
+20% +$1.2M 2.06% 3
2014
Q2 		$5.64M Sell
53,829
-5,481
-9% -$536K 1.86% 3
2014
Q1 		$5.63M Buy
59,310
+1,770
+3% +$150K 1.94% 3
2013
Q4 		$4.49M Buy
+57,540
New +$3.85M 1.53% 6

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winslow Evans & Crocker's URI Position: Q4 2020 in Review

Winslow Evans & Crocker increased its United Rentals (URI) stake by 102% in Q4 2020, buying an estimated $411K and bringing the position to 3,857 shares worth $895K. The position accounts for 0.17% of the portfolio, ranked #137.

Winslow Evans & Crocker first reported a position in URI in Q4 2013 and has held it in 29 quarters since. The position peaked at $7.17M in Q3 2014. 767 funds tracked by Wall St. Rank hold URI as of Q4 2020.

  • Winslow Evans & Crocker held 3,857 shares of United Rentals worth $895K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,947 United Rentals shares in Q4 2020, an estimated $411K.
  • United Rentals made up 0.17% of Winslow Evans & Crocker's portfolio in Q4 2020, its #137 holding.
  • Winslow Evans & Crocker first reported a position in United Rentals in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's United Rentals position peaked at $7.17M in Q3 2014.
  • 767 funds tracked by Wall St. Rank held United Rentals as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.