Covestor’s United Rentals URI Stock Holding History

Covestor’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 Q1	$15K	Sell	21 -19	-48%	-$16K	0.01%	1243
2025 Q4	$32K	Hold	40	–	–	0.02%	1076
2025 Q3	$39K	Sell	40 -21	-34%	-$18.7K	0.02%	1027
2025 Q2	$46K	Buy	61 +16	+36%	+$10.7K	0.03%	926
2025 Q1	$28K	Sell	45 -38	-46%	-$26.1K	0.02%	1077
2024 Q4	$59K	Sell	83 -29	-26%	-$23.6K	0.04%	790
2024 Q3	$91K	Sell	112 -36	-24%	-$25.9K	0.06%	583
2024 Q2	$96K	Buy	148 +10	+7%	+$6.65K	0.06%	517
2024 Q1	$100K	Buy	138 +84	+156%	+$53.9K	0.06%	539
2023 Q4	$32K	Sell	54 -108	-67%	-$50.9K	0.02%	1033
2023 Q3	$72K	Buy	162 +13	+9%	+$5.95K	0.05%	603
2023 Q2	$66K	Sell	149 -7	-4%	-$2.59K	0.05%	659
2023 Q1	$62K	Sell	156 -2	-1%	-$840	0.05%	628
2022 Q4	$56K	Buy	158 +97	+159%	+$31.9K	0.05%	687
2022 Q3	$17K	Sell	61 -58	-49%	-$16.9K	0.02%	1056
2022 Q2	$29K	Sell	119 -2	-2%	-$588	0.02%	907
2022 Q1	$43K	Buy	121 +81	+203%	+$26.4K	0.03%	846
2021 Q4	$14K	Buy	+40	New	+$14.3K	0.02%	944

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

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

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