Cerity Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.4M | Buy |
126,561
+6,934
| +6% | +$5.22M | 0.17% | 127 |
|
|
2025
Q1 | $75M | Buy |
119,627
+12,793
| +12% | +$8.02M | 0.15% | 137 |
|
|
2024
Q4 | $75.6M | Buy |
106,834
+582
| +0.5% | +$412K | 0.16% | 134 |
|
|
2024
Q3 | $86M | Buy |
106,252
+1,952
| +2% | +$1.58M | 0.19% | 114 |
|
|
2024
Q2 | $67.5M | Buy |
104,300
+29,793
| +40% | +$19.3M | 0.18% | 126 |
|
|
2024
Q1 | $53.6M | Buy |
74,507
+5,272
| +8% | +$3.8M | 0.14% | 149 |
|
|
2023
Q4 | $39.7M | Buy |
69,235
+23,321
| +51% | +$13.4M | 0.13% | 149 |
|
|
2023
Q3 | $20.4M | Sell |
45,914
-717
| -2% | -$319K | 0.1% | 185 |
|
|
2023
Q2 | $20.8M | Buy |
46,631
+28,110
| +152% | +$12.5M | 0.08% | 221 |
|
|
2023
Q1 | $8.04M | Buy |
18,521
+730
| +4% | +$317K | 0.02% | 391 |
|
|
2022
Q4 | $6.32M | Buy |
17,791
+15,978
| +881% | +$5.68M | 0.04% | 327 |
|
|
2022
Q3 | $490K | Sell |
1,813
-221
| -11% | -$59.7K | 0.01% | 720 |
|
|
2022
Q2 | $494K | Buy |
2,034
+1,361
| +202% | +$331K | 0.01% | 745 |
|
|
2022
Q1 | $239K | Sell |
673
-553
| -45% | -$196K | ﹤0.01% | 811 |
|
|
2021
Q4 | $408K | Buy |
+1,226
| New | +$408K | 0.01% | 654 |
|