Governors Lane’s United Rentals URI Stock Holding History

Governors Lane’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
2025 Q2	–	Sell	-16,900	Closed	-$10.6M	–	142
2025 Q1	$10.6M	Buy	+16,900	New	+$11.6M	1.2%	30

Other funds holding URI

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Governors Lane's URI Position: Q2 2025 in Review

Governors Lane sold out of United Rentals (URI) in Q2 2025, closing a stake of 16,900 shares — an estimated $10.6M sold.

Governors Lane first reported a position in URI in Q1 2025 and held it in 1 quarter. The position peaked at $10.6M in Q1 2025. 1,346 funds tracked by Wall St. Rank hold URI as of Q2 2025.

Governors Lane reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
Governors Lane sold 16,900 United Rentals shares in Q2 2025, an estimated $10.6M.
Governors Lane first reported a position in United Rentals in Q1 2025 and held it in 1 quarter.
Governors Lane's United Rentals position peaked at $10.6M in Q1 2025.
1,346 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Governors Lane's 13F filing for Q2 2025, filed 14 Aug 2025.