Chicago Partners Investment Group’s United Rentals URI Stock Holding History

Chicago Partners Investment 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
2026 Q1	$415K	Sell	517 -227	-31%	-$191K	0.01%	985
2025 Q4	$684K	Buy	744 +225	+43%	+$195K	0.02%	598
2025 Q3	$454K	Buy	519 +28	+6%	+$25K	0.01%	760
2025 Q2	$395K	Buy	491 +32	+7%	+$21.4K	0.01%	699
2025 Q1	$299K	Buy	459 +114	+33%	+$78.4K	0.01%	689
2024 Q4	$231K	Buy	345 +5	+1%	+$4.06K	0.01%	760
2024 Q3	$283K	Sell	340 -4	-1%	-$2.88K	0.01%	639
2024 Q2	$253K	Sell	344 -56	-14%	-$37.2K	0.01%	644
2024 Q1	$265K	Buy	400 +16	+4%	+$10.3K	0.01%	604
2023 Q4	$222K	Buy	+384	New	+$181K	0.01%	624

Other funds holding URI

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Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return