EFG Asset Management (Americas)’s United Rentals URI Stock Holding History

EFG Asset Management (Americas)’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 Q3	$5.06M	Buy	5,301 +673	+15%	+$600K	0.87%	38
2025 Q2	$3.49M	Buy	+4,628	New	+$3.1M	0.64%	48
2022 Q2	–	Sell	-14,616	Closed	-$5.2M	–	137
2022 Q1	$5.2M	Buy	14,616 +85	+0.6%	+$27.8K	0.96%	34
2021 Q4	$4.84M	Sell	14,531 -8,528	-37%	-$3.04M	0.81%	41
2021 Q3	$8.12M	Buy	23,059 +1,308	+6%	+$439K	1.45%	25
2021 Q2	$6.96M	Buy	21,751 +601	+3%	+$194K	1.29%	27
2021 Q1	$6.99M	Buy	21,150 +8,150	+63%	+$2.31M	1.43%	26
2020 Q4	$3.02M	Sell	13,000 -143	-1%	-$30.2K	0.62%	59
2020 Q3	$2.29M	Buy	+13,143	New	+$2.21M	0.52%	67
2018 Q2	–	Sell	-5,727	Closed	-$989K	–	132
2018 Q1	$989K	Buy	5,727 +768	+15%	+$136K	0.41%	56
2017 Q4	$853K	Buy	4,959 +1,184	+31%	+$180K	0.31%	68
2017 Q3	$524K	Buy	3,775 +939	+33%	+$112K	0.2%	83
2017 Q2	$320K	Buy	2,836 +1,195	+73%	+$133K	0.12%	109
2017 Q1	$205K	Buy	+1,641	New	+$200K	0.08%	116

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

EFG Asset Management (Americas)'s URI Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its United Rentals (URI) stake by 15% in Q3 2025, buying an estimated $600K and bringing the position to 5,301 shares worth $5.06M. The position accounts for 0.87% of the portfolio, ranked #38.

EFG Asset Management (Americas) first reported a position in URI in Q1 2017 and has held it in 14 quarters since. The position peaked at $8.12M in Q3 2021. 1,452 funds tracked by Wall St. Rank hold URI as of Q3 2025.

EFG Asset Management (Americas) held 5,301 shares of United Rentals worth $5.06M as of Q3 2025.
EFG Asset Management (Americas) bought 673 United Rentals shares in Q3 2025, an estimated $600K.
United Rentals made up 0.87% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #38 holding.
EFG Asset Management (Americas) first reported a position in United Rentals in Q1 2017 and has held it in 14 quarters since.
EFG Asset Management (Americas)'s United Rentals position peaked at $8.12M in Q3 2021.
1,452 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.