Girard Partners’s United Rentals URI Stock Holding History

Girard Partners’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 Q2	$3.75M	Buy	5,791 +40	+0.7%	+$26.6K	0.35%	59
2024 Q1	$4.15M	Sell	5,751 -306	-5%	-$196K	0.39%	59
2023 Q4	$3.47M	Sell	6,057 -236	-4%	-$111K	0.35%	63
2023 Q3	$2.8M	Sell	6,293 -191	-3%	-$87.4K	0.32%	70
2023 Q2	$2.89M	Buy	6,484 +3,521	+119%	+$1.3M	0.31%	71
2023 Q1	$1.17M	Buy	2,963 +966	+48%	+$406K	0.13%	128
2022 Q4	$710K	Buy	1,997 +221	+12%	+$72.6K	0.08%	167
2022 Q3	$479K	Buy	+1,776	New	+$517K	0.06%	167
2018 Q4	–	Sell	-150	Closed	-$24K	–	791
2018 Q3	$24K	Buy	+150	New	+$23.3K	﹤0.01%	575

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Girard Partners's URI Position: Q2 2024 in Review

Girard Partners increased its United Rentals (URI) stake by 0.7% in Q2 2024, buying an estimated $26.6K and bringing the position to 5,791 shares worth $3.75M. The position accounts for 0.35% of the portfolio, ranked #59.

Girard Partners first reported a position in URI in Q3 2018 and has held it in 9 quarters since. The position peaked at $4.15M in Q1 2024. 1,173 funds tracked by Wall St. Rank hold URI as of Q2 2024.

Girard Partners held 5,791 shares of United Rentals worth $3.75M as of Q2 2024.
Girard Partners bought 40 United Rentals shares in Q2 2024, an estimated $26.6K.
United Rentals made up 0.35% of Girard Partners's portfolio in Q2 2024, its #59 holding.
Girard Partners first reported a position in United Rentals in Q3 2018 and has held it in 9 quarters since.
Girard Partners's United Rentals position peaked at $4.15M in Q1 2024.
1,173 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.