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HTLF Bank’s United Rentals URI Stock Holding History

HTLF Bank’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 		$877K Sell
1,245
-23
-2% -$18.7K 0.1% 90
2024
Q3 		$1.03M Hold
1,268
– – 0.11% 88
2024
Q2 		$820K Buy
1,268
+74
+6% +$49.2K 0.09% 101
2024
Q1 		$861K Buy
1,194
+6
+0.5% +$3.85K 0.1% 103
2023
Q4 		$681K Buy
+1,188
New +$560K 0.08% 112

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

HTLF Bank's URI Position: Q4 2024 in Review

HTLF Bank reduced its United Rentals (URI) stake by 1.8% in Q4 2024, selling an estimated $18.7K and leaving 1,245 shares worth $877K. The position accounts for 0.1% of the portfolio, ranked #90.

HTLF Bank first reported a position in URI in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2024. 1,330 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • HTLF Bank held 1,245 shares of United Rentals worth $877K as of Q4 2024.
  • HTLF Bank sold 23 United Rentals shares in Q4 2024, an estimated $18.7K.
  • United Rentals made up 0.1% of HTLF Bank's portfolio in Q4 2024, its #90 holding.
  • HTLF Bank first reported a position in United Rentals in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's United Rentals position peaked at $1.03M in Q3 2024.
  • 1,330 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.