Congress Asset Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
3,568
+70
| +2% | +$52.7K | 0.02% | 266 |
|
|
2025
Q1 | $2.19M | Sell |
3,498
-560
| -14% | -$351K | 0.02% | 269 |
|
|
2024
Q4 | $2.86M | Sell |
4,058
-670
| -14% | -$472K | 0.02% | 263 |
|
|
2024
Q3 | $3.83M | Sell |
4,728
-165
| -3% | -$134K | 0.03% | 241 |
|
|
2024
Q2 | $3.16M | Hold |
4,893
| – | – | 0.02% | 255 |
|
|
2024
Q1 | $3.53M | Sell |
4,893
-1,009
| -17% | -$728K | 0.03% | 248 |
|
|
2023
Q4 | $3.38M | Sell |
5,902
-30
| -0.5% | -$17.2K | 0.03% | 263 |
|
|
2023
Q3 | $2.64M | Sell |
5,932
-893
| -13% | -$397K | 0.02% | 266 |
|
|
2023
Q2 | $3.04M | Sell |
6,825
-10,956
| -62% | -$4.88M | 0.03% | 256 |
|
|
2023
Q1 | $7.04M | Sell |
17,781
-2,315
| -12% | -$916K | 0.07% | 185 |
|
|
2022
Q4 | $7.14M | Sell |
20,096
-2,257
| -10% | -$802K | 0.07% | 184 |
|
|
2022
Q3 | $6.04M | Sell |
22,353
-79,241
| -78% | -$21.4M | 0.06% | 192 |
|
|
2022
Q2 | $24.7M | Buy |
101,594
+70,928
| +231% | +$17.2M | 0.24% | 87 |
|
|
2022
Q1 | $10.9M | Sell |
30,666
-575
| -2% | -$204K | 0.09% | 162 |
|
|
2021
Q4 | $10.4M | Sell |
31,241
-1,373
| -4% | -$456K | 0.08% | 163 |
|
|
2021
Q3 | $11.4M | Sell |
32,614
-671
| -2% | -$235K | 0.09% | 140 |
|
|
2021
Q2 | $10.6M | Sell |
33,285
-1,000
| -3% | -$319K | 0.09% | 132 |
|
|
2021
Q1 | $11.3M | Sell |
34,285
-446
| -1% | -$147K | 0.1% | 114 |
|
|
2020
Q4 | $8.05M | Sell |
34,731
-3,851
| -10% | -$893K | 0.08% | 144 |
|
|
2020
Q3 | $6.73M | Sell |
38,582
-731
| -2% | -$128K | 0.07% | 146 |
|
|
2020
Q2 | $5.86M | Sell |
39,313
-2,731
| -6% | -$407K | 0.07% | 143 |
|
|
2020
Q1 | $4.33M | Sell |
42,044
-2,665
| -6% | -$274K | 0.07% | 154 |
|
|
2019
Q4 | $7.46M | Sell |
44,709
-1,672
| -4% | -$279K | 0.09% | 134 |
|
|
2019
Q3 | $5.78M | Sell |
46,381
-1,432
| -3% | -$178K | 0.07% | 153 |
|
|
2019
Q2 | $6.34M | Sell |
47,813
-925
| -2% | -$123K | 0.08% | 147 |
|
|
2019
Q1 | $5.57M | Sell |
48,738
-1,250
| -3% | -$143K | 0.07% | 157 |
|
|
2018
Q4 | $5.13M | Sell |
49,988
-6,935
| -12% | -$711K | 0.08% | 145 |
|
|
2018
Q3 | $9.31M | Sell |
56,923
-609
| -1% | -$99.6K | 0.12% | 105 |
|
|
2018
Q2 | $8.49M | Buy |
57,532
+3,727
| +7% | +$550K | 0.12% | 111 |
|
|
2018
Q1 | $9.29M | Sell |
53,805
-11,152
| -17% | -$1.93M | 0.13% | 99 |
|
|
2017
Q4 | $11.2M | Sell |
64,957
-2,898
| -4% | -$498K | 0.16% | 90 |
|
|
2017
Q3 | $9.41M | Sell |
67,855
-2,215
| -3% | -$307K | 0.15% | 98 |
|
|
2017
Q2 | $7.9M | Sell |
70,070
-1,364
| -2% | -$154K | 0.14% | 102 |
|
|
2017
Q1 | $8.93M | Sell |
71,434
-31,423
| -31% | -$3.93M | 0.17% | 91 |
|
|
2016
Q4 | $10.9M | Sell |
102,857
-8,516
| -8% | -$899K | 0.23% | 87 |
|
|
2016
Q3 | $8.74M | Sell |
111,373
-18,084
| -14% | -$1.42M | 0.19% | 89 |
|
|
2016
Q2 | $8.69M | Sell |
129,457
-22,683
| -15% | -$1.52M | 0.2% | 90 |
|
|
2016
Q1 | $9.46M | Sell |
152,140
-89,843
| -37% | -$5.59M | 0.23% | 90 |
|
|
2015
Q4 | $17.6M | Buy |
241,983
+3,317
| +1% | +$241K | 0.44% | 81 |
|
|
2015
Q3 | $14.3M | Buy |
238,666
+142,626
| +149% | +$8.56M | 0.37% | 82 |
|
|
2015
Q2 | $8.42M | Buy |
96,040
+7,222
| +8% | +$633K | 0.24% | 101 |
|
|
2015
Q1 | $8.1M | Buy |
88,818
+6,171
| +7% | +$563K | 0.19% | 98 |
|
|
2014
Q4 | $8.43M | Buy |
82,647
+3,353
| +4% | +$342K | 0.21% | 96 |
|
|
2014
Q3 | $8.81M | Buy |
79,294
+900
| +1% | +$100K | 0.23% | 90 |
|
|
2014
Q2 | $8.21M | Sell |
78,394
-815
| -1% | -$85.4K | 0.21% | 91 |
|
|
2014
Q1 | $7.52M | Buy |
79,209
+1,686
| +2% | +$160K | 0.19% | 90 |
|
|
2013
Q4 | $6.04M | Buy |
+77,523
| New | +$6.04M | 0.16% | 99 |
|