Evercore Wealth Management’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$541K	Hold	743	–	–	0.01%	274
2025 Q4	$601K	Sell	743 -45	-6%	-$39.1K	0.01%	262
2025 Q3	$752K	Sell	788 -105	-12%	-$93.6K	0.01%	251
2025 Q2	$673K	Buy	893 +355	+66%	+$237K	0.01%	252
2025 Q1	$337K	Sell	538 -2	-0.4%	-$1.38K	0.01%	324
2024 Q4	$380K	Hold	540	–	–	0.01%	312
2024 Q3	$437K	Buy	540 +2	+0.4%	+$1.44K	0.01%	290
2024 Q2	$348K	Sell	538 -36	-6%	-$23.9K	0.01%	324
2024 Q1	$414K	Buy	574 +1	+0.2%	+$642	0.01%	302
2023 Q4	$329K	Buy	573 +5	+0.9%	+$2.36K	0.01%	328
2023 Q3	$253K	Buy	568 +3	+0.5%	+$1.37K	﹤0.01%	351
2023 Q2	$252K	Hold	565	–	–	﹤0.01%	364
2023 Q1	$224K	Hold	565	–	–	﹤0.01%	369
2022 Q4	$201K	Buy	+565	New	+$186K	﹤0.01%	385
2022 Q2	–	Sell	-591	Closed	-$209K	–	429
2022 Q1	$209K	Buy	+591	New	+$193K	﹤0.01%	412
2021 Q4	–	Sell	-643	Closed	-$225K	–	433
2021 Q3	$225K	Sell	643 -20	-3%	-$6.71K	﹤0.01%	398
2021 Q2	$211K	Sell	663 -8	-1%	-$2.58K	﹤0.01%	412
2021 Q1	$221K	Buy	+671	New	+$190K	﹤0.01%	412
2018 Q4	–	Sell	-1,517	Closed	-$248K	–	414
2018 Q3	$248K	Sell	1,517 -483	-24%	-$75.2K	0.01%	367
2018 Q2	$295K	Buy	+2,000	New	+$327K	0.01%	329
2017 Q2	–	Sell	-14	Closed	-$2K	–	1038
2017 Q1	$2K	Hold	14	–	–	﹤0.01%	956
2016 Q4	$1K	Buy	+14	New	+$1.27K	﹤0.01%	995
2015 Q2	–	Sell	-20	Closed	-$2K	–	1095
2015 Q1	$2K	Sell	20 -100	-83%	-$8.99K	﹤0.01%	967
2014 Q4	$12K	Buy	+120	New	+$12.9K	﹤0.01%	730