Enclave Advisors’s United Rentals URI Stock Holding History

Enclave Advisors’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 Q1	–	Sell	-558	Closed	-$393K	–	120
2024 Q4	$393K	Buy	+558	New	+$454K	0.06%	86

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Enclave Advisors's URI Position: Q1 2025 in Review

Enclave Advisors sold out of United Rentals (URI) in Q1 2025, closing a stake of 558 shares — an estimated $393K sold.

Enclave Advisors first reported a position in URI in Q4 2024 and held it in 1 quarter. The position peaked at $393K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold URI as of Q1 2025.

Enclave Advisors reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
Enclave Advisors sold 558 United Rentals shares in Q1 2025, an estimated $393K.
Enclave Advisors first reported a position in United Rentals in Q4 2024 and held it in 1 quarter.
Enclave Advisors's United Rentals position peaked at $393K in Q4 2024.
1,302 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Enclave Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.