Evergreen Capital 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	$597K	Buy	819 +133	+19%	+$112K	0.01%	684
2025 Q4	$555K	Sell	686 -12	-2%	-$10.4K	0.01%	683
2025 Q3	$666K	Buy	698 +99	+17%	+$88.2K	0.02%	531
2025 Q2	$451K	Buy	599 +17	+3%	+$11.4K	0.01%	603
2025 Q1	$365K	Buy	582 +52	+10%	+$35.7K	0.01%	642
2024 Q4	$373K	Sell	530 -1	-0.2%	-$813	0.01%	631
2024 Q3	$430K	Buy	531 +34	+7%	+$24.5K	0.01%	566
2024 Q2	$321K	Buy	497 +21	+4%	+$14K	0.01%	634
2024 Q1	$343K	Buy	476 +24	+5%	+$15.4K	0.01%	584
2023 Q4	$259K	Sell	452 -16	-3%	-$7.55K	0.01%	662
2023 Q3	$208K	Buy	468 +9	+2%	+$4.12K	0.01%	696
2023 Q2	$204K	Buy	+459	New	+$170K	0.01%	722
2020 Q1	–	Sell	-1,467	Closed	-$245K	–	492
2019 Q4	$245K	Buy	+1,467	New	+$213K	0.02%	386