Financial Counselors Inc’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,024
| Closed | -$6.28M | – | 499 |
|
|
2025
Q1 | $6.28M | Buy |
10,024
+3,367
| +51% | +$2.31M | 0.1% | 175 |
|
|
2024
Q4 | $4.69M | Buy |
6,657
+902
| +16% | +$733K | 0.07% | 204 |
|
|
2024
Q3 | $4.66M | Buy |
5,755
+1,533
| +36% | +$1.1M | 0.07% | 204 |
|
|
2024
Q2 | $2.73M | Buy |
4,222
+508
| +14% | +$338K | 0.04% | 241 |
|
|
2024
Q1 | $2.68M | Buy |
3,714
+442
| +14% | +$284K | 0.05% | 241 |
|
|
2023
Q4 | $1.88M | Buy |
3,272
+2,749
| +526% | +$1.3M | 0.03% | 277 |
|
|
2023
Q3 | $233K | Buy |
523
+55
| +12% | +$25.2K | ﹤0.01% | 513 |
|
|
2023
Q2 | $208K | Sell |
468
-40
| -8% | -$14.8K | ﹤0.01% | 481 |
|
|
2023
Q1 | $201K | Buy |
+508
| New | +$213K | ﹤0.01% | 485 |
|
|
2020
Q1 | – | Sell |
-14,135
| Closed | -$2.36M | – | 548 |
|
|
2019
Q4 | $2.36M | Buy |
14,135
+3,010
| +27% | +$437K | 0.08% | 209 |
|
|
2019
Q3 | $1.39M | Sell |
11,125
-3,725
| -25% | -$452K | 0.05% | 249 |
|
|
2019
Q2 | $1.97M | Buy |
14,850
+124
| +0.8% | +$15.7K | 0.08% | 210 |
|
|
2019
Q1 | $1.68M | Buy |
14,726
+842
| +6% | +$104K | 0.07% | 225 |
|
|
2018
Q4 | $1.42M | Buy |
13,884
+911
| +7% | +$110K | 0.07% | 228 |
|
|
2018
Q3 | $2.12M | Buy |
12,973
+1,248
| +11% | +$194K | 0.09% | 207 |
|
|
2018
Q2 | $1.73M | Sell |
11,725
-715
| -6% | -$117K | 0.08% | 223 |
|
|
2018
Q1 | $2.15M | Sell |
12,440
-95
| -0.8% | -$16.9K | 0.1% | 196 |
|
|
2017
Q4 | $2.15M | Sell |
12,535
-180
| -1% | -$27.4K | 0.1% | 209 |
|
|
2017
Q3 | $1.76M | Sell |
12,715
-6,888
| -35% | -$823K | 0.09% | 227 |
|
|
2017
Q2 | $2.21M | Buy |
19,603
+10,153
| +107% | +$1.13M | 0.11% | 202 |
|
|
2017
Q1 | $1.18M | Sell |
9,450
-5,778
| -38% | -$703K | 0.06% | 263 |
|
|
2016
Q4 | $1.61M | Buy |
+15,228
| New | +$1.39M | 0.09% | 221 |
|
|
2015
Q1 | – | Sell |
-18,708
| Closed | -$1.91M | – | 471 |
|
|
2014
Q4 | $1.91M | Buy |
18,708
+4,626
| +33% | +$496K | 0.12% | 203 |
|
|
2014
Q3 | $1.56M | Buy |
14,082
+1,329
| +10% | +$149K | 0.11% | 209 |
|
|
2014
Q2 | $1.34M | Sell |
12,753
-3,835
| -23% | -$375K | 0.09% | 226 |
|
|
2014
Q1 | $1.57M | Buy |
16,588
+1,416
| +9% | +$120K | 0.11% | 206 |
|
|
2013
Q4 | $1.18M | Buy |
15,172
+6,297
| +71% | +$422K | 0.09% | 219 |
|
|
2013
Q3 | $517K | Buy |
+8,875
| New | +$492K | 0.04% | 287 |
|
Other funds holding URI
