GFS
URI icon

GYL Financial Synergies’s United Rentals URI Stock Holding History

GYL Financial Synergies’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
Q3 		$896K Sell
1,106
-137
-11% -$98.5K 0.07% 192
2024
Q2 		$804K Sell
1,243
-303
-20% -$201K 0.06% 193
2024
Q1 		$1.11M Sell
1,546
-299
-16% -$192K 0.09% 174
2023
Q4 		$1.06M Sell
1,845
-45
-2% -$21.2K 0.09% 179
2023
Q3 		$840K Buy
1,890
+10
+0.5% +$4.58K 0.08% 189
2023
Q2 		$837K Buy
1,880
+808
+75% +$299K 0.08% 190
2023
Q1 		$424K Buy
1,072
+4
+0.4% +$1.68K 0.05% 207
2022
Q4 		$380K Buy
+1,068
New +$351K 0.08% 153
2022
Q1 		– Sell
-1,261
Closed -$419K – 227
2021
Q4 		$419K Hold
1,261
– – 0.11% 136
2021
Q3 		$443K Buy
1,261
+195
+18% +$65.5K 0.23% 113
2021
Q2 		$340K Buy
1,066
+5
+0.5% +$1.61K 0.18% 134
2021
Q1 		$349K Hold
1,061
– – 0.19% 129
2020
Q4 		$246K Buy
+1,061
New +$224K 0.14% 148
2020
Q3 		– Sell
-1,561
Closed -$233K – 164
2020
Q2 		$233K Buy
+1,561
New +$198K 0.17% 135
2020
Q1 		– Sell
-1,601
Closed -$267K – 175
2019
Q4 		$267K Buy
+1,601
New +$233K 0.12% 146
2019
Q3 		– Sell
-2,010
Closed -$267K – 176
2019
Q2 		$267K Sell
2,010
-30
-1% -$3.81K 0.14% 123
2019
Q1 		$233K Buy
+2,040
New +$252K 0.13% 136

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GYL Financial Synergies's URI Position: Q3 2024 in Review

GYL Financial Synergies reduced its United Rentals (URI) stake by 11% in Q3 2024, selling an estimated $98.5K and leaving 1,106 shares worth $896K. The position accounts for 0.07% of the portfolio, ranked #192.

GYL Financial Synergies first reported a position in URI in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.11M in Q1 2024. 1,239 funds tracked by Wall St. Rank hold URI as of Q3 2024.

  • GYL Financial Synergies held 1,106 shares of United Rentals worth $896K as of Q3 2024.
  • GYL Financial Synergies sold 137 United Rentals shares in Q3 2024, an estimated $98.5K.
  • United Rentals made up 0.07% of GYL Financial Synergies's portfolio in Q3 2024, its #192 holding.
  • GYL Financial Synergies first reported a position in United Rentals in Q1 2019 and has held it in 17 quarters since.
  • GYL Financial Synergies's United Rentals position peaked at $1.11M in Q1 2024.
  • 1,239 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.