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Encompass Wealth Advisors’s United Rentals URI Stock Holding History

Encompass Wealth 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
2024
Q4 		– Sell
-986
Closed -$798K – 134
2024
Q3 		$798K Hold
986
– – 0.2% 104
2024
Q2 		$638K Buy
986
+450
+84% +$299K 0.17% 112
2024
Q1 		$387K Buy
+536
New +$344K 0.1% 170

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Encompass Wealth Advisors's URI Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of United Rentals (URI) in Q4 2024, closing a stake of 986 shares — an estimated $798K sold.

Encompass Wealth Advisors first reported a position in URI in Q1 2024 and held it in 3 quarters. The position peaked at $798K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • Encompass Wealth Advisors reported no remaining United Rentals position as of Q4 2024 after selling out during the quarter.
  • Encompass Wealth Advisors sold 986 United Rentals shares in Q4 2024, an estimated $798K.
  • Encompass Wealth Advisors first reported a position in United Rentals in Q1 2024 and held it in 3 quarters.
  • Encompass Wealth Advisors's United Rentals position peaked at $798K in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.