IP
URI icon

Intellectus Partners’s United Rentals URI Stock Holding History

Intellectus Partners’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
Q3 		– Sell
-1,208
Closed -$910K – 294
2025
Q2 		$910K Buy
1,208
+234
+24% +$156K 0.2% 137
2025
Q1 		$610K Buy
+974
New +$670K 0.15% 167
2024
Q4 		– Sell
-929
Closed -$752K – 291
2024
Q3 		$752K Buy
+929
New +$668K 0.19% 153
2024
Q1 		– Sell
-1,167
Closed -$669K – 275
2023
Q4 		$669K Buy
+1,167
New +$550K 0.19% 143
2019
Q2 		– Sell
-32
Closed -$4K – 386
2019
Q1 		$4K Hold
32
– – ﹤0.01% 409
2018
Q4 		$3K Hold
32
– – ﹤0.01% 254
2018
Q3 		$5K Hold
32
– – ﹤0.01% 536
2018
Q2 		$5K Hold
32
– – ﹤0.01% 539
2018
Q1 		$6K Hold
32
– – ﹤0.01% 526
2017
Q4 		$6K Hold
32
– – ﹤0.01% 533
2017
Q3 		$4K Hold
32
– – ﹤0.01% 706
2017
Q2 		$4K Hold
32
– – ﹤0.01% 688
2017
Q1 		$4K Sell
32
-5
-14% -$608 ﹤0.01% 619
2016
Q4 		$4K Buy
+37
New +$3.37K ﹤0.01% 622

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return