Congress Asset Management’s United Rentals URI Stock Holding History

Congress Asset Management’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	$3.92M	Sell	3,461 -107	-3%	-$102K	0.02%	259
2026 Q1	$2.6M	Hold	3,568	–	–	0.02%	290
2025 Q4	$2.89M	Hold	3,568	–	–	0.02%	261
2025 Q3	$3.41M	Hold	3,568	–	–	0.02%	253
2025 Q2	$2.69M	Buy	3,568 +70	+2%	+$46.8K	0.02%	266
2025 Q1	$2.19M	Sell	3,498 -560	-14%	-$385K	0.02%	269
2024 Q4	$2.86M	Sell	4,058 -670	-14%	-$545K	0.02%	263
2024 Q3	$3.83M	Sell	4,728 -165	-3%	-$119K	0.03%	241
2024 Q2	$3.16M	Hold	4,893	–	–	0.02%	255
2024 Q1	$3.53M	Sell	4,893 -1,009	-17%	-$647K	0.03%	248
2023 Q4	$3.38M	Sell	5,902 -30	-0.5%	-$14.2K	0.03%	263
2023 Q3	$2.64M	Sell	5,932 -893	-13%	-$409K	0.02%	266
2023 Q2	$3.04M	Sell	6,825 -10,956	-62%	-$4.06M	0.03%	256
2023 Q1	$7.04M	Sell	17,781 -2,315	-12%	-$972K	0.07%	185
2022 Q4	$7.14M	Sell	20,096 -2,257	-10%	-$742K	0.07%	184
2022 Q3	$6.04M	Sell	22,353 -79,241	-78%	-$23.1M	0.06%	192
2022 Q2	$24.7M	Buy	101,594 +70,928	+231%	+$20.9M	0.24%	87
2022 Q1	$10.9M	Sell	30,666 -575	-2%	-$188K	0.09%	162
2021 Q4	$10.4M	Sell	31,241 -1,373	-4%	-$489K	0.08%	163
2021 Q3	$11.4M	Sell	32,614 -671	-2%	-$225K	0.09%	140
2021 Q2	$10.6M	Sell	33,285 -1,000	-3%	-$323K	0.09%	132
2021 Q1	$11.3M	Sell	34,285 -446	-1%	-$126K	0.1%	114
2020 Q4	$8.05M	Sell	34,731 -3,851	-10%	-$814K	0.08%	144
2020 Q3	$6.73M	Sell	38,582 -731	-2%	-$123K	0.07%	146
2020 Q2	$5.86M	Sell	39,313 -2,731	-6%	-$346K	0.07%	143
2020 Q1	$4.33M	Sell	42,044 -2,665	-6%	-$353K	0.07%	154
2019 Q4	$7.46M	Sell	44,709 -1,672	-4%	-$243K	0.09%	134
2019 Q3	$5.78M	Sell	46,381 -1,432	-3%	-$174K	0.07%	153
2019 Q2	$6.34M	Sell	47,813 -925	-2%	-$117K	0.08%	147
2019 Q1	$5.57M	Sell	48,738 -1,250	-3%	-$154K	0.07%	157
2018 Q4	$5.13M	Sell	49,988 -6,935	-12%	-$835K	0.08%	145
2018 Q3	$9.31M	Sell	56,923 -609	-1%	-$94.8K	0.12%	105
2018 Q2	$8.49M	Buy	57,532 +3,727	+7%	+$609K	0.12%	111
2018 Q1	$9.29M	Sell	53,805 -11,152	-17%	-$1.98M	0.13%	99
2017 Q4	$11.2M	Sell	64,957 -2,898	-4%	-$441K	0.16%	90
2017 Q3	$9.41M	Sell	67,855 -2,215	-3%	-$265K	0.15%	98
2017 Q2	$7.9M	Sell	70,070 -1,364	-2%	-$152K	0.14%	102
2017 Q1	$8.93M	Sell	71,434 -31,423	-31%	-$3.82M	0.17%	91
2016 Q4	$10.9M	Sell	102,857 -8,516	-8%	-$775K	0.23%	87
2016 Q3	$8.74M	Sell	111,373 -18,084	-14%	-$1.39M	0.19%	89
2016 Q2	$8.69M	Sell	129,457 -22,683	-15%	-$1.48M	0.2%	90
2016 Q1	$9.46M	Sell	152,140 -89,843	-37%	-$4.99M	0.23%	90
2015 Q4	$17.6M	Buy	241,983 +3,317	+1%	+$240K	0.44%	81
2015 Q3	$14.3M	Buy	238,666 +142,626	+149%	+$9.9M	0.37%	82
2015 Q2	$8.41M	Buy	96,040 +7,222	+8%	+$692K	0.24%	101
2015 Q1	$8.1M	Buy	88,818 +6,171	+7%	+$555K	0.19%	98
2014 Q4	$8.43M	Buy	82,647 +3,353	+4%	+$359K	0.21%	96
2014 Q3	$8.81M	Buy	79,294 +900	+1%	+$101K	0.23%	90
2014 Q2	$8.21M	Sell	78,394 -815	-1%	-$79.7K	0.21%	91
2014 Q1	$7.52M	Buy	79,209 +1,686	+2%	+$143K	0.19%	90
2013 Q4	$6.04M	Buy	+77,523	New	+$5.19M	0.16%	99