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Hennessy Advisors Inc’s United Rentals URI Stock Holding History

Hennessy Advisors Inc’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
-4,500
Closed -$3.17M – 327
2024
Q4 		$3.17M Sell
4,500
-300
-6% -$244K 0.09% 189
2024
Q3 		$3.89M Sell
4,800
-100
-2% -$71.9K 0.12% 173
2024
Q2 		$3.17M Sell
4,900
-100
-2% -$66.5K 0.12% 179
2024
Q1 		$3.61M Buy
+5,000
New +$3.21M 0.15% 161
2021
Q1 		– Sell
-16,600
Closed -$3.85M – 343
2020
Q4 		$3.85M Sell
16,600
-700
-4% -$148K 0.25% 122
2020
Q3 		$3.02M Sell
17,300
-200
-1% -$33.6K 0.21% 127
2020
Q2 		$2.61M Sell
17,500
-800
-4% -$101K 0.18% 139
2020
Q1 		$1.88M Buy
+18,300
New +$2.43M 0.14% 165
2016
Q4 		– Sell
-164,700
Closed -$12.9M – 312
2016
Q3 		$12.9M Buy
+164,700
New +$12.6M 0.37% 80
2015
Q1 		– Sell
-58,100
Closed -$5.93M – 341
2014
Q4 		$5.93M Buy
58,100
+4,000
+7% +$429K 0.17% 130
2014
Q3 		$6.01M Sell
54,100
-1,700
-3% -$191K 0.18% 118
2014
Q2 		$5.84M Sell
55,800
-300
-0.5% -$29.3K 0.18% 126
2014
Q1 		$5.33M Buy
+56,100
New +$4.76M 0.2% 122

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hennessy Advisors Inc's URI Position: Q1 2025 in Review

Hennessy Advisors Inc sold out of United Rentals (URI) in Q1 2025, closing a stake of 4,500 shares — an estimated $3.17M sold.

Hennessy Advisors Inc first reported a position in URI in Q1 2014 and held it in 13 quarters. The position peaked at $12.9M in Q3 2016. 1,302 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Hennessy Advisors Inc reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • Hennessy Advisors Inc sold 4,500 United Rentals shares in Q1 2025, an estimated $3.17M.
  • Hennessy Advisors Inc first reported a position in United Rentals in Q1 2014 and held it in 13 quarters.
  • Hennessy Advisors Inc's United Rentals position peaked at $12.9M in Q3 2016.
  • 1,302 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Hennessy Advisors Inc's 13F filing for Q1 2025, filed 16 Apr 2025.