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Cumberland Partners’s United Rentals URI Stock Holding History

Cumberland Partners’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
-308
Closed -$217K – 196
2024
Q4 		$217K Sell
308
-280
-48% -$228K 0.02% 162
2024
Q3 		$476K Buy
588
+34
+6% +$24.5K 0.03% 156
2024
Q2 		$358K Sell
554
-80
-13% -$53.2K 0.03% 158
2024
Q1 		$457K Buy
+634
New +$407K 0.03% 164
2023
Q2 		– Sell
-1,500
Closed -$594K – 181
2023
Q1 		$594K Buy
+1,500
New +$630K 0.06% 128

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cumberland Partners's URI Position: Q1 2025 in Review

Cumberland Partners sold out of United Rentals (URI) in Q1 2025, closing a stake of 308 shares — an estimated $217K sold.

Cumberland Partners first reported a position in URI in Q1 2023 and held it in 5 quarters. The position peaked at $594K in Q1 2023. 1,302 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Cumberland Partners reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • Cumberland Partners sold 308 United Rentals shares in Q1 2025, an estimated $217K.
  • Cumberland Partners first reported a position in United Rentals in Q1 2023 and held it in 5 quarters.
  • Cumberland Partners's United Rentals position peaked at $594K in Q1 2023.
  • 1,302 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Cumberland Partners's 13F filing for Q1 2025, filed 9 May 2025.