EFG Asset Management (Americas)’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 | $3.49M | Buy |
+4,628
| New | +$3.49M | 0.64% | 48 |
|
|
2022
Q2 | – | Sell |
-14,616
| Closed | -$5.2M | – | 137 |
|
|
2022
Q1 | $5.2M | Buy |
14,616
+85
| +0.6% | +$30.3K | 0.96% | 34 |
|
|
2021
Q4 | $4.84M | Sell |
14,531
-8,528
| -37% | -$2.84M | 0.81% | 41 |
|
|
2021
Q3 | $8.12M | Buy |
23,059
+1,308
| +6% | +$460K | 1.45% | 25 |
|
|
2021
Q2 | $6.96M | Buy |
21,751
+601
| +3% | +$192K | 1.29% | 27 |
|
|
2021
Q1 | $6.99M | Buy |
21,150
+8,150
| +63% | +$2.69M | 1.43% | 26 |
|
|
2020
Q4 | $3.02M | Sell |
13,000
-143
| -1% | -$33.2K | 0.62% | 59 |
|
|
2020
Q3 | $2.29M | Buy |
+13,143
| New | +$2.29M | 0.52% | 67 |
|
|
2018
Q2 | – | Sell |
-5,727
| Closed | -$989K | – | 132 |
|
|
2018
Q1 | $989K | Buy |
5,727
+768
| +15% | +$133K | 0.41% | 56 |
|
|
2017
Q4 | $853K | Buy |
4,959
+1,184
| +31% | +$204K | 0.31% | 68 |
|
|
2017
Q3 | $524K | Buy |
3,775
+939
| +33% | +$130K | 0.2% | 83 |
|
|
2017
Q2 | $320K | Buy |
2,836
+1,195
| +73% | +$135K | 0.12% | 109 |
|
|
2017
Q1 | $205K | Buy |
+1,641
| New | +$205K | 0.08% | 116 |
|