Grandeur Peak Global Advisors’s United Rentals URI Stock Holding History

Grandeur Peak Global Advisors’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 Q1	–	Sell	-1,018	Closed	-$717K	–	127
2024 Q4	$717K	Sell	1,018 -1,862	-65%	-$1.51M	0.06%	105
2024 Q3	$2.33M	Sell	2,880 -2,019	-41%	-$1.45M	0.19%	88
2024 Q2	$3.17M	Hold	4,899	–	–	0.25%	78
2024 Q1	$3.53M	Buy	4,899 +214	+5%	+$137K	0.28%	76
2023 Q4	$2.69M	Buy	4,685 +2,291	+96%	+$1.08M	0.19%	80
2023 Q3	$1.06M	Buy	2,394 +821	+52%	+$376K	0.08%	87
2023 Q2	$701K	Buy	+1,573	New	+$583K	0.05%	101

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Grandeur Peak Global Advisors's URI Position: Q1 2025 in Review

Grandeur Peak Global Advisors sold out of United Rentals (URI) in Q1 2025, closing a stake of 1,018 shares — an estimated $717K sold.

Grandeur Peak Global Advisors first reported a position in URI in Q2 2023 and held it in 7 quarters. The position peaked at $3.53M in Q1 2024. 1,303 funds tracked by Wall St. Rank hold URI as of Q1 2025.

Grandeur Peak Global Advisors reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
Grandeur Peak Global Advisors sold 1,018 United Rentals shares in Q1 2025, an estimated $717K.
Grandeur Peak Global Advisors first reported a position in United Rentals in Q2 2023 and held it in 7 quarters.
Grandeur Peak Global Advisors's United Rentals position peaked at $3.53M in Q1 2024.
1,303 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Grandeur Peak Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.