Evergreen 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 | $451K | Buy |
599
+17
| +3% | +$12.8K | 0.01% | 600 |
|
2025
Q1 | $365K | Buy |
582
+52
| +10% | +$32.6K | 0.01% | 642 |
|
2024
Q4 | $373K | Sell |
530
-1
| -0.2% | -$704 | 0.01% | 631 |
|
2024
Q3 | $430K | Buy |
531
+34
| +7% | +$27.5K | 0.01% | 566 |
|
2024
Q2 | $321K | Buy |
497
+21
| +4% | +$13.6K | 0.01% | 634 |
|
2024
Q1 | $343K | Buy |
476
+24
| +5% | +$17.3K | 0.01% | 584 |
|
2023
Q4 | $259K | Sell |
452
-16
| -3% | -$9.18K | 0.01% | 662 |
|
2023
Q3 | $208K | Buy |
468
+9
| +2% | +$4K | 0.01% | 695 |
|
2023
Q2 | $204K | Buy |
+459
| New | +$204K | 0.01% | 722 |
|
2020
Q1 | – | Sell |
-1,467
| Closed | -$245K | – | 483 |
|
2019
Q4 | $245K | Buy |
+1,467
| New | +$245K | 0.02% | 386 |
|