CPSAC
URI icon

Chas P. Smith & Associates (CPS)’s United Rentals URI Stock Holding History

Chas P. Smith & Associates (CPS)’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
Q3 		– Sell
-400
Closed -$301K – 167
2025
Q2 		$301K Hold
400
– – 0.02% 135
2025
Q1 		$251K Hold
400
– – 0.01% 145
2024
Q4 		$282K Hold
400
– – 0.02% 133
2024
Q3 		$324K Sell
400
-56
-12% -$40.3K 0.02% 125
2024
Q2 		$295K Hold
456
– – 0.02% 124
2024
Q1 		$329K Hold
456
– – 0.02% 118
2023
Q4 		$261K Hold
456
– – 0.02% 116
2023
Q3 		$203K Hold
456
– – 0.01% 112
2023
Q2 		$203K Buy
+456
New +$169K 0.01% 121

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return