Everence Capital Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
1,120
-380
| -25% | -$286K | 0.05% | 254 |
|
|
2025
Q1 | $940K | Sell |
1,500
-380
| -20% | -$238K | 0.06% | 241 |
|
|
2024
Q4 | $1.32M | Buy |
1,880
+110
| +6% | +$77.5K | 0.09% | 189 |
|
|
2024
Q3 | $1.43M | Hold |
1,770
| – | – | 0.09% | 173 |
|
|
2024
Q2 | $1.18K | Hold |
1,770
| – | – | 0.08% | 196 |
|
|
2024
Q1 | $1.28K | Hold |
1,770
| – | – | 0.08% | 195 |
|
|
2023
Q4 | $1.02M | Buy |
1,770
+240
| +16% | +$138K | 0.07% | 229 |
|
|
2023
Q3 | $680 | Sell |
1,530
-90
| -6% | -$40 | 0.05% | 299 |
|
|
2023
Q2 | $541K | Hold |
1,620
| – | – | 0.04% | 327 |
|
|
2023
Q1 | $641 | Hold |
1,620
| – | – | 0.05% | 304 |
|
|
2022
Q4 | $576 | Sell |
1,620
-1,210
| -43% | -$430 | 0.05% | 328 |
|
|
2022
Q3 | $764K | Buy |
2,830
+1,340
| +90% | +$362K | 0.07% | 237 |
|
|
2022
Q2 | $362K | Hold |
1,490
| – | – | 0.03% | 454 |
|
|
2022
Q1 | $529K | Hold |
1,490
| – | – | 0.04% | 377 |
|
|
2021
Q4 | $495K | Hold |
1,490
| – | – | 0.04% | 426 |
|
|
2021
Q3 | $523K | Hold |
1,490
| – | – | 0.04% | 381 |
|
|
2021
Q2 | $475K | Hold |
1,490
| – | – | 0.04% | 406 |
|
|
2021
Q1 | $491K | Hold |
1,490
| – | – | 0.04% | 379 |
|
|
2020
Q4 | $346K | Sell |
1,490
-1,280
| -46% | -$297K | 0.03% | 458 |
|
|
2020
Q3 | $483K | Hold |
2,770
| – | – | 0.05% | 301 |
|
|
2020
Q2 | $385K | Buy |
+2,770
| New | +$385K | 0.05% | 383 |
|