AFCM
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Applied Finance Capital Management’s United Rentals URI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22.9M Buy
30,417
+3,663
+14% +$2.76M 1.57% 26
2025
Q1
$16.8M Sell
26,754
-23,796
-47% -$14.9M 1.23% 35
2024
Q4
$35.6M Sell
50,550
-6,824
-12% -$4.81M 1.55% 28
2024
Q3
$46.5M Buy
57,374
+924
+2% +$748K 1.98% 17
2024
Q2
$36.5M Buy
56,450
+16,566
+42% +$10.7M 1.69% 26
2024
Q1
$28.8M Sell
39,884
-1,216
-3% -$877K 2.02% 24
2023
Q4
$23.6M Buy
41,100
+3,493
+9% +$2M 2.05% 17
2023
Q3
$16.7M Sell
37,607
-940
-2% -$418K 1.82% 28
2023
Q2
$17.2M Buy
38,547
+1,856
+5% +$827K 1.95% 21
2023
Q1
$14.5M Sell
36,691
-1,331
-4% -$527K 1.81% 26
2022
Q4
$13.5M Buy
+38,022
New +$13.5M 1.76% 29