ESB
URI icon

Essex Savings Bank’s United Rentals URI Stock Holding History

Essex Savings Bank’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
-331
Closed -$233K – 309
2024
Q4 		$233K Buy
331
+16
+5% +$13K 0.06% 255
2024
Q3 		$255K Hold
315
– – 0.06% 244
2024
Q2 		$204K Buy
+315
New +$209K 0.05% 259

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Essex Savings Bank's URI Position: Q1 2025 in Review

Essex Savings Bank sold out of United Rentals (URI) in Q1 2025, closing a stake of 331 shares — an estimated $233K sold.

Essex Savings Bank first reported a position in URI in Q2 2024 and held it in 3 quarters. The position peaked at $255K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Essex Savings Bank reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • Essex Savings Bank sold 331 United Rentals shares in Q1 2025, an estimated $233K.
  • Essex Savings Bank first reported a position in United Rentals in Q2 2024 and held it in 3 quarters.
  • Essex Savings Bank's United Rentals position peaked at $255K in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Essex Savings Bank's 13F filing for Q1 2025, filed 21 Apr 2025.