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Eley Financial Management’s United Rentals URI Stock Holding History

Eley Financial 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
2026
Q3 		$4.55M Buy
4,550
+18
+0.4% +$19.2K 1.49% 23
2026
Q2 		$5.13M Sell
4,532
-23
-0.5% -$21.9K 1.66% 22
2026
Q1 		$3.32M Buy
+4,555
New +$3.83M 1.2% 28

Other funds holding URI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Eley Financial Management's URI Position: Q3 2026 in Review

Eley Financial Management increased its United Rentals (URI) stake by 0.4% in Q3 2026, buying an estimated $19.2K and bringing the position to 4,550 shares worth $4.55M. The position accounts for 1.49% of the portfolio, ranked #23.

Eley Financial Management first reported a position in URI in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.13M in Q2 2026. 760 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Eley Financial Management held 4,550 shares of United Rentals worth $4.55M as of Q3 2026.
  • Eley Financial Management bought 18 United Rentals shares in Q3 2026, an estimated $19.2K.
  • United Rentals made up 1.49% of Eley Financial Management's portfolio in Q3 2026, its #23 holding.
  • Eley Financial Management first reported a position in United Rentals in Q1 2026 and has held it in 3 quarters since.
  • Eley Financial Management's United Rentals position peaked at $5.13M in Q2 2026.
  • 760 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Eley Financial Management's 13F filing for Q3 2026, filed 3 Nov 2026.