Covenant Asset Management’s United Rentals URI Stock Holding History

Covenant 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
2025 Q1	–	Sell	-700	Closed	-$493K	–	174
2024 Q4	$493K	Buy	+700	New	+$569K	0.08%	121
2023 Q2	–	Sell	-4,721	Closed	-$1.87M	–	173
2023 Q1	$1.87M	Buy	+4,721	New	+$1.98M	0.44%	71

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Covenant Asset Management's URI Position: Q1 2025 in Review

Covenant Asset Management sold out of United Rentals (URI) in Q1 2025, closing a stake of 700 shares — an estimated $493K sold.

Covenant Asset Management first reported a position in URI in Q1 2023 and held it in 2 quarters. The position peaked at $1.87M in Q1 2023. 1,299 funds tracked by Wall St. Rank hold URI as of Q1 2025.

Covenant Asset Management reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
Covenant Asset Management sold 700 United Rentals shares in Q1 2025, an estimated $493K.
Covenant Asset Management first reported a position in United Rentals in Q1 2023 and held it in 2 quarters.
Covenant Asset Management's United Rentals position peaked at $1.87M in Q1 2023.
1,299 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Covenant Asset Management's 13F filing for Q1 2025, filed 5 May 2025.