GLR
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Great Lakes Retirement’s United Rentals URI Stock Holding History

Great Lakes Retirement’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
2026
Q1 		$2.12M Sell
2,911
-88
-3% -$73.9K 0.22% 93
2025
Q4 		$2.43M Buy
2,999
+7
+0.2% +$6.08K 0.25% 81
2025
Q3 		$2.86M Buy
2,992
+74
+3% +$65.9K 0.31% 70
2025
Q2 		$2.2M Buy
2,918
+41
+1% +$27.4K 0.26% 89
2025
Q1 		$1.8M Sell
2,877
-32
-1% -$22K 0.24% 102
2024
Q4 		$2.05M Sell
2,909
-12,588
-81% -$10.2M 0.26% 91
2024
Q3 		$12.5M Buy
15,497
+205
+1% +$147K 1.61% 15
2024
Q2 		$9.89M Buy
15,292
+375
+3% +$249K 1.36% 19
2024
Q1 		$10.8M Buy
14,917
+168
+1% +$108K 1.59% 17
2023
Q4 		$8.46M Buy
14,749
+611
+4% +$288K 1.39% 20
2023
Q3 		$6.29M Buy
14,138
+477
+3% +$218K 1.13% 21
2023
Q2 		$6.08M Buy
13,661
+11,131
+440% +$4.12M 1.08% 21
2023
Q1 		$1M Buy
+2,530
New +$1.06M 0.19% 109

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JP Morgan Chase
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Capital Research Global Investors
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VPM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return