CFO
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Collective Family Office’s United Rentals URI Stock Holding History

Collective Family Office’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
Q2 		$860K Sell
759
-46
-6% -$43.8K 0.18% 90
2026
Q1 		$586K Sell
805
-42
-5% -$35.3K 0.13% 102
2025
Q4 		$685K Sell
847
-19
-2% -$16.5K 0.16% 95
2025
Q3 		$827K Sell
866
-16
-2% -$14.3K 0.2% 85
2025
Q2 		$664K Buy
882
+10
+1% +$6.69K 0.17% 95
2025
Q1 		$546K Sell
872
-219
-20% -$151K 0.15% 101
2024
Q4 		$769K Sell
1,091
-25
-2% -$20.3K 0.21% 88
2024
Q3 		$904K Sell
1,116
-15
-1% -$10.8K 0.25% 80
2024
Q2 		$731K Sell
1,131
-21
-2% -$14K 0.22% 93
2024
Q1 		$831K Hold
1,152
– – 0.27% 81
2023
Q4 		$661K Sell
1,152
-160
-12% -$75.5K 0.23% 87
2023
Q3 		$583K Buy
1,312
+125
+11% +$57.2K 0.23% 86
2023
Q2 		$529K Sell
1,187
-25
-2% -$9.27K 0.21% 96
2023
Q1 		$480K Sell
1,212
-25
-2% -$10.5K 0.2% 100
2022
Q4 		$440K Buy
1,237
+10
+0.8% +$3.29K 0.2% 102
2022
Q3 		$331K Sell
1,227
-248
-17% -$72.2K 0.16% 126
2022
Q2 		$358K Sell
1,475
-517
-26% -$152K 0.16% 135
2022
Q1 		$708K Buy
1,992
+617
+45% +$201K 0.27% 96
2021
Q4 		$457K Hold
1,375
– – 0.18% 122
2021
Q3 		$483K Buy
1,375
+25
+2% +$8.39K 0.21% 107
2021
Q2 		$431K Buy
1,350
+100
+8% +$32.3K 0.18% 119
2021
Q1 		$412K Sell
1,250
-525
-30% -$149K 0.2% 120
2020
Q4 		$412K Buy
+1,775
New +$375K 0.23% 107

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AP
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CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return