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IAM Advisory’s United Rentals URI Stock Holding History

IAM Advisory’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
-902
Closed -$635K – 109
2024
Q4 		$635K Buy
902
+2
+0.2% +$1.63K 0.16% 71
2024
Q3 		$729K Buy
900
+14
+2% +$10.1K 0.18% 66
2024
Q2 		$573K Sell
886
-12
-1% -$7.97K 0.16% 69
2024
Q1 		$647K Buy
+898
New +$576K 0.18% 65
2023
Q2 		– Sell
-1,133
Closed -$448K – 100
2023
Q1 		$448K Buy
+1,133
New +$476K 0.15% 68

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 $3.38T AUM 44.17% 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

IAM Advisory's URI Position: Q1 2025 in Review

IAM Advisory sold out of United Rentals (URI) in Q1 2025, closing a stake of 902 shares — an estimated $635K sold.

IAM Advisory first reported a position in URI in Q1 2023 and held it in 5 quarters. The position peaked at $729K in Q3 2024. 1,302 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • IAM Advisory reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • IAM Advisory sold 902 United Rentals shares in Q1 2025, an estimated $635K.
  • IAM Advisory first reported a position in United Rentals in Q1 2023 and held it in 5 quarters.
  • IAM Advisory's United Rentals position peaked at $729K in Q3 2024.
  • 1,302 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on IAM Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.