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Empire Life Investments’s United Rentals URI Stock Holding History

Empire Life Investments’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
2024
Q2 		– Sell
-233
Closed -$168K – 100
2024
Q1 		$168K Hold
233
– – 0.01% 93
2023
Q4 		$134K Hold
233
– – 0.01% 95
2023
Q3 		$104K Buy
233
+21
+10% +$9.61K 0.01% 89
2023
Q2 		$94.4K Hold
212
– – 0.01% 90
2023
Q1 		$84K Hold
212
– – 0.01% 91
2022
Q4 		$75K Hold
212
– – 0.01% 95
2022
Q3 		$57K Hold
212
– – ﹤0.01% 97
2022
Q2 		$51K Hold
212
– – ﹤0.01% 99
2022
Q1 		$75K Sell
212
-23,033
-99% -$7.52M ﹤0.01% 99
2021
Q4 		$7.72M Buy
23,245
+322
+1% +$115K 0.47% 52
2021
Q3 		$8.04M Buy
22,923
+345
+2% +$116K 0.53% 52
2021
Q2 		$7.2M Sell
22,578
-21,656
-49% -$6.99M 0.46% 52
2021
Q1 		$14.6M Buy
44,234
+69
+0.2% +$19.5K 1% 38
2020
Q4 		$10.2M Buy
44,165
+96
+0.2% +$20.3K 0.72% 47
2020
Q3 		$7.69M Buy
44,069
+138
+0.3% +$23.2K 0.62% 46
2020
Q2 		$6.55M Sell
43,931
-23,768
-35% -$3.02M 0.58% 46
2020
Q1 		$6.97M Sell
67,699
-10,707
-14% -$1.42M 0.64% 44
2019
Q4 		$13.1M Buy
+78,406
New +$11.4M 0.99% 39
2019
Q3 		– Sell
-2,001
Closed -$265K – 98
2019
Q2 		$265K Sell
2,001
-132,351
-99% -$16.8M 0.02% 94
2019
Q1 		$15.3M Sell
134,352
-68,047
-34% -$8.4M 1.29% 36
2018
Q4 		$20.8M Buy
202,399
+98,935
+96% +$11.9M 1.87% 18
2018
Q3 		$16.9M Buy
+103,464
New +$16.1M 1.29% 31
2018
Q1 		– Sell
-25,474
Closed -$4.38M – 110
2017
Q4 		$4.38M Sell
25,474
-4,289
-14% -$653K 0.34% 73
2017
Q3 		$4.13M Buy
29,763
+241
+0.8% +$28.8K 0.33% 74
2017
Q2 		$3.33M Buy
+29,522
New +$3.3M 0.29% 76

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Empire Life Investments's URI Position: Q2 2024 in Review

Empire Life Investments sold out of United Rentals (URI) in Q2 2024, closing a stake of 233 shares — an estimated $168K sold.

Empire Life Investments first reported a position in URI in Q2 2017 and held it in 25 quarters. The position peaked at $20.8M in Q4 2018. 1,174 funds tracked by Wall St. Rank hold URI as of Q2 2024.

  • Empire Life Investments reported no remaining United Rentals position as of Q2 2024 after selling out during the quarter.
  • Empire Life Investments sold 233 United Rentals shares in Q2 2024, an estimated $168K.
  • Empire Life Investments first reported a position in United Rentals in Q2 2017 and held it in 25 quarters.
  • Empire Life Investments's United Rentals position peaked at $20.8M in Q4 2018.
  • 1,174 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on Empire Life Investments's 13F filing for Q2 2024, filed 31 Jul 2024.