44 Wealth Management’s United Rentals URI Stock Holding History

44 Wealth 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
2025 Q1	–	Sell	-4,225	Closed	-$2.98M	–	206
2024 Q4	$2.98M	Sell	4,225 -436	-9%	-$354K	1.14%	15
2024 Q3	$3.89M	Buy	+4,661	New	+$3.35M	1.37%	7
2023 Q2	$2.56M	Sell	5,744 -23	-0.4%	-$8.52K	0.87%	34
2023 Q1	$2.28M	Sell	5,767 -2	-0%	-$840	0.77%	36
2022 Q4	$2.05M	Sell	5,769 -15	-0.3%	-$4.93K	0.71%	39
2022 Q3	$1.56M	Buy	5,784 +15	+0.3%	+$4.37K	0.64%	45
2022 Q2	$1.4M	Sell	5,769 -84	-1%	-$24.7K	0.54%	50
2022 Q1	$2.08M	Sell	5,853 -452	-7%	-$148K	0.75%	35
2021 Q4	$2.1M	Sell	6,305 -77	-1%	-$27.5K	0.73%	36
2021 Q3	$2.24M	Sell	6,382 -120	-2%	-$40.3K	0.86%	29
2021 Q2	$2.07M	Sell	6,502 -377	-5%	-$122K	0.8%	32
2021 Q1	$2.27M	Buy	+6,879	New	+$1.95M	0.95%	27

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

44 Wealth Management's URI Position: Q1 2025 in Review

44 Wealth Management sold out of United Rentals (URI) in Q1 2025, closing a stake of 4,225 shares — an estimated $2.98M sold.

44 Wealth Management first reported a position in URI in Q1 2021 and held it in 12 quarters. The position peaked at $3.89M in Q3 2024. 1,302 funds tracked by Wall St. Rank hold URI as of Q1 2025.

44 Wealth Management reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
44 Wealth Management sold 4,225 United Rentals shares in Q1 2025, an estimated $2.98M.
44 Wealth Management first reported a position in United Rentals in Q1 2021 and held it in 12 quarters.
44 Wealth Management's United Rentals position peaked at $3.89M in Q3 2024.
1,302 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on 44 Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.