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Cyndeo Wealth Partners’s United Rentals URI Stock Holding History

Cyndeo Wealth 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
-2,569
Closed -$1.81M – 477
2024
Q4 		$1.81M Buy
+2,569
New +$2.09M 0.12% 172

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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

Cyndeo Wealth Partners's URI Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of United Rentals (URI) in Q1 2025, closing a stake of 2,569 shares — an estimated $1.81M sold.

Cyndeo Wealth Partners first reported a position in URI in Q4 2024 and held it in 1 quarter. The position peaked at $1.81M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Cyndeo Wealth Partners reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,569 United Rentals shares in Q1 2025, an estimated $1.81M.
  • Cyndeo Wealth Partners first reported a position in United Rentals in Q4 2024 and held it in 1 quarter.
  • Cyndeo Wealth Partners's United Rentals position peaked at $1.81M in Q4 2024.
  • 1,303 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.