FTDI
URI icon

First Trust Direct Indexing’s United Rentals URI Stock Holding History

First Trust Direct Indexing’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,289
Closed -$2.66M – 877
2024
Q3 		$2.66M Buy
3,289
+496
+18% +$357K 0.14% 139
2024
Q2 		$1.81M Buy
2,793
+310
+12% +$206K 0.11% 184
2024
Q1 		$1.79M Buy
2,483
+308
+14% +$198K 0.13% 160
2023
Q4 		$1.25M Buy
2,175
+247
+13% +$117K 0.11% 203
2023
Q3 		$857K Buy
1,928
+108
+6% +$49.4K 0.1% 239
2023
Q2 		$811K Buy
1,820
+82
+5% +$30.4K 0.09% 270
2023
Q1 		$688K Buy
1,738
+84
+5% +$35.3K 0.08% 310
2022
Q4 		$588K Buy
1,654
+421
+34% +$138K 0.08% 332
2022
Q3 		$333K Sell
1,233
-153
-11% -$44.5K 0.05% 434
2022
Q2 		$337K Buy
1,386
+44
+3% +$12.9K 0.05% 438
2022
Q1 		$477K Buy
1,342
+60
+5% +$19.6K 0.06% 383
2021
Q4 		$426K Sell
1,282
-18
-1% -$6.42K 0.06% 395
2021
Q3 		$456K Sell
1,300
-58
-4% -$19.5K 0.06% 374
2021
Q2 		$433K Buy
+1,358
New +$439K 0.06% 358
2021
Q1 		– Sell
-29
Closed -$7K – 964
2020
Q4 		$7K Buy
+29
New +$6.13K ﹤0.01% 979

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Direct Indexing's URI Position: Q4 2024 in Review

First Trust Direct Indexing sold out of United Rentals (URI) in Q4 2024, closing a stake of 3,289 shares — an estimated $2.66M sold.

First Trust Direct Indexing first reported a position in URI in Q4 2020 and held it in 15 quarters. The position peaked at $2.66M in Q3 2024. 1,330 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • First Trust Direct Indexing reported no remaining United Rentals position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,289 United Rentals shares in Q4 2024, an estimated $2.66M.
  • First Trust Direct Indexing first reported a position in United Rentals in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's United Rentals position peaked at $2.66M in Q3 2024.
  • 1,330 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.