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Alta Advisers’s United Rentals URI Stock Holding History

Alta Advisers’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
2026
Q1 		– Sell
-248
Closed -$201K – 217
2025
Q4 		$201K Sell
248
-90
-27% -$78.1K 0.07% 196
2025
Q3 		$323K Hold
338
– – 0.1% 163
2025
Q2 		$255K Hold
338
– – 0.09% 191
2025
Q1 		$212K Buy
+338
New +$232K 0.09% 217
2024
Q4 		– Sell
-200
Closed -$162K – 391
2024
Q3 		$162K Hold
200
– – 0.07% 190
2024
Q2 		$129K Hold
200
– – 0.06% 199
2024
Q1 		$144K Hold
200
– – 0.07% 183
2023
Q4 		$115K Hold
200
– – 0.06% 226
2023
Q3 		$88.9K Hold
200
– – 0.05% 264
2023
Q2 		$89.1K Buy
+200
New +$74.1K 0.05% 281

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return