Court Place Advisors’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 | $20.6M | Sell |
27,298
-539
| -2% | -$406K | 6.47% | 2 |
|
2025
Q1 | $17.4M | Sell |
27,837
-256
| -0.9% | -$160K | 5.79% | 3 |
|
2024
Q4 | $19.8M | Sell |
28,093
-2,131
| -7% | -$1.5M | 6.42% | 2 |
|
2024
Q3 | $24.5M | Sell |
30,224
-379
| -1% | -$307K | 7.14% | 2 |
|
2024
Q2 | $19.8M | Buy |
30,603
+2,175
| +8% | +$1.41M | 6.21% | 2 |
|
2024
Q1 | $20.5M | Sell |
28,428
-2,699
| -9% | -$1.95M | 6.61% | 2 |
|
2023
Q4 | $17.8M | Buy |
31,127
+307
| +1% | +$176K | 5.87% | 2 |
|
2023
Q3 | $13.7M | Sell |
30,820
-60
| -0.2% | -$26.7K | 4.87% | 3 |
|
2023
Q2 | $13.8M | Buy |
30,880
+144
| +0.5% | +$64.1K | 4.82% | 3 |
|
2023
Q1 | $12.2M | Sell |
30,736
-683
| -2% | -$270K | 4.41% | 3 |
|
2022
Q4 | $11.2M | Hold |
31,419
| – | – | 4.05% | 4 |
|
2022
Q3 | $8.49M | Sell |
31,419
-205
| -0.6% | -$55.4K | 3.42% | 5 |
|
2022
Q2 | $7.68M | Buy |
31,624
+140
| +0.4% | +$34K | 2.91% | 6 |
|
2022
Q1 | $11.2M | Sell |
31,484
-3,220
| -9% | -$1.14M | 3.61% | 5 |
|
2021
Q4 | $11.5M | Sell |
34,704
-826
| -2% | -$274K | 3.18% | 5 |
|
2021
Q3 | $12.5M | Sell |
35,530
-450
| -1% | -$158K | 3.69% | 4 |
|
2021
Q2 | $11.5M | Sell |
35,980
-300
| -0.8% | -$95.7K | 3.34% | 5 |
|
2021
Q1 | $11.9M | Sell |
36,280
-75
| -0.2% | -$24.7K | 3.71% | 4 |
|
2020
Q4 | $8.43M | Sell |
36,355
-530
| -1% | -$123K | 2.82% | 6 |
|
2020
Q3 | $6.44M | Buy |
36,885
+100
| +0.3% | +$17.4K | 2.41% | 10 |
|
2020
Q2 | $5.48M | Buy |
36,785
+130
| +0.4% | +$19.4K | 2.14% | 11 |
|
2020
Q1 | $3.77M | Buy |
36,655
+3,710
| +11% | +$382K | 1.69% | 15 |
|
2019
Q4 | $5.49M | Sell |
32,945
-215
| -0.6% | -$35.9K | 1.98% | 12 |
|
2019
Q3 | $4.13M | Buy |
33,160
+1,895
| +6% | +$236K | 1.6% | 15 |
|
2019
Q2 | $4.15M | Buy |
31,265
+1,180
| +4% | +$157K | 1.63% | 15 |
|
2019
Q1 | $3.44M | Sell |
30,085
-100
| -0.3% | -$11.4K | 1.39% | 19 |
|
2018
Q4 | $3.1M | Buy |
30,185
+10,255
| +51% | +$1.05M | 1.41% | 19 |
|
2018
Q3 | $3.26M | Buy |
19,930
+480
| +2% | +$78.5K | 1.24% | 21 |
|
2018
Q2 | $2.87M | Buy |
19,450
+70
| +0.4% | +$10.3K | 1.19% | 23 |
|
2018
Q1 | $3.35M | Sell |
19,380
-300
| -2% | -$51.8K | 1.4% | 18 |
|
2017
Q4 | $3.38M | Hold |
19,680
| – | – | 1.4% | 19 |
|
2017
Q3 | $2.73M | Sell |
19,680
-150
| -0.8% | -$20.8K | 1.22% | 26 |
|
2017
Q2 | $2.24M | Buy |
19,830
+6,030
| +44% | +$680K | 1.06% | 29 |
|
2017
Q1 | $1.73M | Sell |
13,800
-70
| -0.5% | -$8.76K | 0.85% | 37 |
|
2016
Q4 | $1.46M | Hold |
13,870
| – | – | 0.76% | 38 |
|
2016
Q3 | $1.09M | Hold |
13,870
| – | – | 0.61% | 44 |
|
2016
Q2 | $931K | Buy |
13,870
+5,530
| +66% | +$371K | 0.54% | 50 |
|
2016
Q1 | $519K | Buy |
8,340
+2,584
| +45% | +$161K | 0.32% | 70 |
|
2015
Q4 | $418K | Sell |
5,756
-625
| -10% | -$45.4K | 0.27% | 81 |
|
2015
Q3 | $383K | Buy |
6,381
+16
| +0.3% | +$960 | 0.26% | 83 |
|
2015
Q2 | $558K | Hold |
6,365
| – | – | 0.36% | 69 |
|
2015
Q1 | $580K | Buy |
+6,365
| New | +$580K | 0.37% | 67 |
|