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Bison Wealth’s United Rentals URI Stock Holding History

Bison Wealth’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
2024
Q4 		– Sell
-975
Closed -$790K – 433
2024
Q3 		$790K Sell
975
-415
-30% -$298K 0.13% 167
2024
Q2 		$1M Hold
1,390
– – 0.16% 143
2024
Q1 		$1M Sell
1,390
-11
-0.8% -$7.06K 0.16% 143
2023
Q4 		$804K Sell
1,401
-443
-24% -$209K 0.14% 156
2023
Q3 		$820K Sell
1,844
-1,331
-42% -$609K 0.16% 142
2023
Q2 		$1.41M Sell
3,175
-1
-0% -$371 0.26% 100
2023
Q1 		$1.06M Sell
3,176
-33
-1% -$13.9K 0.33% 88
2022
Q4 		$1.38M Sell
3,209
-94
-3% -$30.9K 0.44% 73
2022
Q3 		$892K Buy
+3,303
New +$961K 0.35% 89

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bison Wealth's URI Position: Q4 2024 in Review

Bison Wealth sold out of United Rentals (URI) in Q4 2024, closing a stake of 975 shares — an estimated $790K sold.

Bison Wealth first reported a position in URI in Q3 2022 and held it in 9 quarters. The position peaked at $1.41M in Q2 2023. 1,331 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • Bison Wealth reported no remaining United Rentals position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 975 United Rentals shares in Q4 2024, an estimated $790K.
  • Bison Wealth first reported a position in United Rentals in Q3 2022 and held it in 9 quarters.
  • Bison Wealth's United Rentals position peaked at $1.41M in Q2 2023.
  • 1,331 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.