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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

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bleakley Financial Group's URI Position: Q1 2025 in Review

Bleakley Financial Group sold out of United Rentals (URI) in Q1 2025, closing a stake of 2,352 shares — an estimated $1.66M sold.

Bleakley Financial Group first reported a position in URI in Q4 2022 and held it in 9 quarters. The position peaked at $1.76M in Q3 2024. 1,303 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Bleakley Financial Group reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 2,352 United Rentals shares in Q1 2025, an estimated $1.66M.
  • Bleakley Financial Group first reported a position in United Rentals in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's United Rentals position peaked at $1.76M in Q3 2024.
  • 1,303 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.