EFG Asset Management’s United Rentals URI Stock Holding History

EFG Asset Management’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	$4.93M	Buy	5,161 +1,082	+27%	+$964K	0.64%	55
2025 Q2	$3.07M	Buy	4,079 +1,426	+54%	+$954K	0.43%	102
2025 Q1	$1.66M	Sell	2,653 -1,596	-38%	-$1.1M	0.28%	149
2024 Q4	$2.99M	Buy	4,249 +411	+11%	+$334K	0.41%	96
2024 Q3	$3.11M	Sell	3,838 -165	-4%	-$119K	0.52%	68
2024 Q2	$2.59M	Sell	4,003 -284	-7%	-$189K	0.45%	79
2024 Q1	$3.09M	Sell	4,287 -23	-0.5%	-$14.8K	0.53%	58
2023 Q4	$2.47M	Buy	4,310 +1,698	+65%	+$801K	0.47%	76
2023 Q3	$1.16M	Buy	2,612 +320	+14%	+$146K	0.28%	131
2023 Q2	$1.02M	Buy	2,292 +357	+18%	+$132K	0.22%	151
2023 Q1	$765K	Buy	+1,935	New	+$813K	0.17%	167

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

EFG Asset Management increased its United Rentals (URI) stake by 27% in Q3 2025, buying an estimated $964K and bringing the position to 5,161 shares worth $4.93M. The position accounts for 0.64% of the portfolio, ranked #55.

EFG Asset Management first reported a position in URI in Q1 2023 and has held it in 11 quarters since. 1,450 funds tracked by Wall St. Rank hold URI as of Q3 2025.

EFG Asset Management held 5,161 shares of United Rentals worth $4.93M as of Q3 2025.
EFG Asset Management bought 1,082 United Rentals shares in Q3 2025, an estimated $964K.
United Rentals made up 0.64% of EFG Asset Management's portfolio in Q3 2025, its #55 holding.
EFG Asset Management first reported a position in United Rentals in Q1 2023 and has held it in 11 quarters since.
1,450 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.