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Concourse Financial Group Securities’s United Rentals URI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-32
Closed -$25K – 1950
2024
Q4 		$25K Buy
32
+22
+220% +$17.9K ﹤0.01% 1480
2024
Q3 		$8.1K Sell
10
-219
-96% -$158K ﹤0.01% 1747
2024
Q2 		$148K Sell
229
-1
-0.4% -$665 0.01% 803
2024
Q1 		$166K Buy
230
+12
+6% +$7.7K 0.01% 737
2023
Q4 		$125K Buy
218
+206
+1,717% +$97.2K 0.01% 828
2023
Q3 		$5.33K Sell
12
-4
-25% -$1.83K ﹤0.01% 1807
2023
Q2 		$7.13K Sell
16
-45
-74% -$16.7K ﹤0.01% 1754
2023
Q1 		$24.1K Sell
61
-8
-12% -$3.36K ﹤0.01% 1399
2022
Q4 		$24.5K Buy
69
+8
+13% +$2.63K ﹤0.01% 1392
2022
Q3 		$16K Buy
61
+21
+53% +$6.11K ﹤0.01% 1371
2022
Q2 		$10K Sell
40
-2,286
-98% -$673K ﹤0.01% 1668
2022
Q1 		$826K Buy
2,326
+1,229
+112% +$401K 0.06% 311
2021
Q4 		$365K Buy
1,097
+1,075
+4,886% +$383K 0.02% 551
2021
Q3 		$8K Buy
+22
New +$7.38K ﹤0.01% 1962
2021
Q1 		– Sell
-100
Closed -$28.3K – 2424
2020
Q4 		$23K Hold
100
– – ﹤0.01% 1424
2020
Q3 		$17K Hold
100
– – ﹤0.01% 1417
2020
Q2 		$15K Hold
100
– – ﹤0.01% 1399
2020
Q1 		$10K Sell
100
-104
-51% -$13.8K ﹤0.01% 1462
2019
Q4 		$34K Buy
204
+187
+1,100% +$27.2K ﹤0.01% 1082
2019
Q3 		$2K Sell
17
-1,324
-99% -$161K ﹤0.01% 1580
2019
Q2 		$178K Sell
1,341
-66
-5% -$8.38K 0.02% 498
2019
Q1 		$160K Sell
1,407
-143
-9% -$17.7K 0.02% 553
2018
Q4 		$158K Buy
1,550
+139
+10% +$16.7K 0.02% 494
2018
Q3 		$231K Buy
+1,411
New +$220K 0.07% 255

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Concourse Financial Group Securities's URI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of United Rentals (URI) in Q1 2025, closing a stake of 32 shares — an estimated $25K sold.

Concourse Financial Group Securities first reported a position in URI in Q3 2018 and held it in 24 quarters. The position peaked at $826K in Q1 2022. 1,300 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 32 United Rentals shares in Q1 2025, an estimated $25K.
  • Concourse Financial Group Securities first reported a position in United Rentals in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's United Rentals position peaked at $826K in Q1 2022.
  • 1,300 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.