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Great Diamond Partners’s United Rentals URI Stock Holding History

Great Diamond 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
Q4 		– Sell
-269
Closed -$218K – 205
2024
Q3 		$218K Buy
+269
New +$193K 0.06% 182
2024
Q1 		– Sell
-360
Closed -$206K – 241
2023
Q4 		$206K Buy
+360
New +$170K 0.05% 226
2020
Q1 		– Sell
-341
Closed -$56K – 576
2019
Q4 		$56K Buy
+341
New +$49.5K 0.02% 287

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Capital Research Global Investors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Great Diamond Partners's URI Position: Q4 2024 in Review

Great Diamond Partners sold out of United Rentals (URI) in Q4 2024, closing a stake of 269 shares — an estimated $218K sold.

Great Diamond Partners first reported a position in URI in Q4 2019 and held it in 3 quarters. The position peaked at $218K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • Great Diamond Partners reported no remaining United Rentals position as of Q4 2024 after selling out during the quarter.
  • Great Diamond Partners sold 269 United Rentals shares in Q4 2024, an estimated $218K.
  • Great Diamond Partners first reported a position in United Rentals in Q4 2019 and held it in 3 quarters.
  • Great Diamond Partners's United Rentals position peaked at $218K in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on Great Diamond Partners's 13F filing for Q4 2024, filed 23 Jan 2025.