Lake Street Advisors Group’s United Rentals URI Stock Holding History

Lake Street Advisors Group’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	$929K	Buy	1,319 +8	+0.6%	+$6.5K	0.04%	232
2024 Q3	$1.06M	Sell	1,311 -15	-1%	-$10.8K	0.05%	208
2024 Q2	$858K	Sell	1,326 -68	-5%	-$45.2K	0.04%	238
2024 Q1	$1.01M	Sell	1,394 -62	-4%	-$39.8K	0.05%	231
2023 Q4	$835K	Buy	+1,456	New	+$687K	0.04%	247
2021 Q3	–	Sell	-721	Closed	-$261K	–	413
2021 Q2	$261K	Buy	721 +90	+14%	+$29.1K	0.02%	270
2021 Q1	$208K	Buy	+631	New	+$179K	0.02%	303

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lake Street Advisors Group's URI Position: Q4 2024 in Review

Lake Street Advisors Group increased its United Rentals (URI) stake by 0.61% in Q4 2024, buying an estimated $6.5K and bringing the position to 1,319 shares worth $929K. The position accounts for 0.04% of the portfolio, ranked #232.

Lake Street Advisors Group first reported a position in URI in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2024. 1,331 funds tracked by Wall St. Rank hold URI as of Q4 2024.

Lake Street Advisors Group held 1,319 shares of United Rentals worth $929K as of Q4 2024.
Lake Street Advisors Group bought 8 United Rentals shares in Q4 2024, an estimated $6.5K.
United Rentals made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #232 holding.
Lake Street Advisors Group first reported a position in United Rentals in Q1 2021 and has held it in 7 quarters since.
Lake Street Advisors Group's United Rentals position peaked at $1.06M in Q3 2024.
1,331 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.