Appleton Partners’s United Rentals URI Stock Holding History

Appleton Partners’s Portfolio URI Stock Details URI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$200K	Buy
2016 Q1	–	Sell
2015 Q4	$666K	Sell
2015 Q3	$1.7M	Sell
2015 Q2	$2.72M	Buy
2015 Q1	$2.78M	Sell
2014 Q4	$3.19M	Buy