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Cassady Schiller Wealth Management’s United Rentals URI Stock Holding History

Cassady Schiller Wealth Management’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 		$4.23K Buy
+6
New +$4.88K ﹤0.01% 442
2023
Q3 		– Sell
-50
Closed -$22.3K – 484
2023
Q2 		$22.3K Hold
50
– – 0.01% 275
2023
Q1 		$19.8K Hold
50
– – 0.01% 272
2022
Q4 		$17.8K Buy
+50
New +$16.4K 0.01% 278
2022
Q1 		– Sell
-50
Closed -$17K – 574
2021
Q4 		$17K Buy
+50
New +$17.8K 0.01% 283

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

Cassady Schiller Wealth Management's URI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in United Rentals (URI) in Q4 2024: 6 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in URI as recently as Q2 2023.

Cassady Schiller Wealth Management first reported a position in URI in Q4 2021 and has held it in 5 quarters since. The position peaked at $22.3K in Q2 2023. 1,330 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of United Rentals worth $4.23K as of Q4 2024.
  • United Rentals was a new Cassady Schiller Wealth Management position in Q4 2024.
  • United Rentals made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #442 holding.
  • Cassady Schiller Wealth Management first reported a position in United Rentals in Q4 2021 and has held it in 5 quarters since.
  • Cassady Schiller Wealth Management's United Rentals position peaked at $22.3K in Q2 2023.
  • 1,330 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.