HGERS
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Householder Group Estate & Retirement Specialist’s United Rentals URI Stock Holding History

Householder Group Estate & Retirement Specialist’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
-530
Closed -$429K – 1179
2024
Q3 		$429K Sell
530
-74
-12% -$53.2K 0.13% 153
2024
Q2 		$390K Buy
604
+120
+25% +$79.8K 0.11% 157
2024
Q1 		$349K Hold
484
– – 0.1% 169
2023
Q4 		$277K Hold
484
– – 0.09% 197
2023
Q3 		$215K Buy
+484
New +$222K 0.08% 211
2023
Q1 		$247K Buy
+623
New +$262K 0.09% 178
2022
Q4 		– Sell
-579
Closed -$156K – 1085
2022
Q3 		$156K Buy
+579
New +$169K 0.06% 204
2022
Q2 		– Sell
-1,007
Closed -$358K – 206
2022
Q1 		$358K Hold
1,007
– – 0.14% 142
2021
Q4 		$335K Buy
+1,007
New +$359K 0.12% 154

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's URI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of United Rentals (URI) in Q4 2024, closing a stake of 530 shares — an estimated $429K sold.

Householder Group Estate & Retirement Specialist first reported a position in URI in Q4 2021 and held it in 9 quarters. The position peaked at $429K in Q3 2024. 1,331 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining United Rentals position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 530 United Rentals shares in Q4 2024, an estimated $429K.
  • Householder Group Estate & Retirement Specialist first reported a position in United Rentals in Q4 2021 and held it in 9 quarters.
  • Householder Group Estate & Retirement Specialist's United Rentals position peaked at $429K in Q3 2024.
  • 1,331 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.