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Jackson Creek Investment Advisors’s United Rentals URI Stock Holding History

Jackson Creek Investment Advisors’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
-539
Closed -$380K – 380
2024
Q4 		$380K Hold
539
– – 0.11% 261
2024
Q3 		$436K Sell
539
-13
-2% -$9.35K 0.13% 241
2024
Q2 		$357K Sell
552
-124
-18% -$82.4K 0.13% 261
2024
Q1 		$487K Sell
676
-78
-10% -$50.1K 0.17% 248
2023
Q4 		$432K Sell
754
-214
-22% -$101K 0.17% 254
2023
Q3 		$430K Sell
968
-6
-0.6% -$2.75K 0.18% 247
2023
Q2 		$434K Sell
974
-1,590
-62% -$589K 0.17% 249
2023
Q1 		$1.01M Sell
2,564
-408
-14% -$171K 0.43% 48
2022
Q4 		$1.06M Buy
2,972
+1,134
+62% +$373K 0.47% 25
2022
Q3 		$496K Sell
1,838
-59
-3% -$17.2K 0.23% 219
2022
Q2 		$612K Buy
1,897
+32
+2% +$9.41K 0.25% 204
2022
Q1 		$662K Buy
+1,865
New +$609K 0.24% 204
2021
Q2 		– Sell
-925
Closed -$305K – 358
2021
Q1 		$305K Sell
925
-411
-31% -$116K 0.11% 280
2020
Q4 		$310K Sell
1,336
-9
-0.7% -$1.9K 0.12% 264
2020
Q3 		$235K Buy
+1,345
New +$226K 0.11% 292

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

Jackson Creek Investment Advisors's URI Position: Q1 2025 in Review

Jackson Creek Investment Advisors sold out of United Rentals (URI) in Q1 2025, closing a stake of 539 shares — an estimated $380K sold.

Jackson Creek Investment Advisors first reported a position in URI in Q3 2020 and held it in 15 quarters. The position peaked at $1.06M in Q4 2022. 1,302 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Jackson Creek Investment Advisors reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 539 United Rentals shares in Q1 2025, an estimated $380K.
  • Jackson Creek Investment Advisors first reported a position in United Rentals in Q3 2020 and held it in 15 quarters.
  • Jackson Creek Investment Advisors's United Rentals position peaked at $1.06M in Q4 2022.
  • 1,302 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.