BFG
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Bleakley Financial Group’s United Rentals URI Stock Holding History

Bleakley Financial Group’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
-2,352
Closed -$1.66M – 975
2024
Q4 		$1.66M Buy
2,352
+180
+8% +$146K 0.05% 290
2024
Q3 		$1.76M Sell
2,172
-60
-3% -$43.2K 0.05% 278
2024
Q2 		$1.44M Buy
2,232
+29
+1% +$19.3K 0.04% 335
2024
Q1 		$1.59M Buy
2,203
+122
+6% +$78.3K 0.05% 331
2023
Q4 		$1.19M Buy
2,081
+251
+14% +$118K 0.04% 364
2023
Q3 		$814K Sell
1,830
-47
-3% -$21.5K 0.03% 419
2023
Q2 		$836K Sell
1,877
-29
-2% -$10.7K 0.03% 453
2023
Q1 		$754K Buy
1,906
+141
+8% +$59.2K 0.03% 458
2022
Q4 		$627K Buy
+1,765
New +$580K 0.02% 489

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