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Lindbrook Capital’s United Rentals URI Stock Holding History

Lindbrook Capital’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 		$1.02M Sell
1,622
-461
-22% -$317K 0.09% 130
2024
Q4 		$1.47M Sell
2,083
-46
-2% -$37.4K 0.13% 97
2024
Q3 		$1.72M Buy
2,129
+131
+7% +$94.2K 0.15% 89
2024
Q2 		$1.29M Sell
1,998
-1,454
-42% -$966K 0.12% 105
2024
Q1 		$2.49M Buy
3,452
+9
+0.3% +$5.78K 0.23% 62
2023
Q4 		$1.97M Sell
3,443
-1,341
-28% -$633K 0.2% 68
2023
Q3 		$2.13M Buy
4,784
+5
+0.1% +$2.29K 0.24% 63
2023
Q2 		$2.13M Buy
4,779
+26
+0.5% +$9.63K 0.23% 66
2023
Q1 		$1.88M Sell
4,753
-907
-16% -$381K 0.22% 68
2022
Q4 		$2.01M Buy
5,660
+45
+0.8% +$14.8K 0.25% 67
2022
Q3 		$1.52M Sell
5,615
-113
-2% -$32.9K 0.26% 48
2022
Q2 		$1.39M Buy
5,728
+513
+10% +$151K 0.23% 55
2022
Q1 		$1.85M Buy
5,215
+2,882
+124% +$941K 0.29% 43
2021
Q4 		$775K Buy
2,333
+2,210
+1,797% +$788K 0.12% 108
2021
Q3 		$43K Buy
123
+6
+5% +$2.01K 0.01% 483
2021
Q2 		$37K Hold
117
– – 0.01% 568
2021
Q1 		$39K Buy
117
+24
+26% +$6.8K 0.01% 532
2020
Q4 		$22K Hold
93
– – 0.01% 654
2020
Q3 		$16K Buy
93
+3
+3% +$504 ﹤0.01% 696
2020
Q2 		$13K Buy
90
+27
+43% +$3.42K ﹤0.01% 750
2020
Q1 		$6K Buy
63
+3
+5% +$398 ﹤0.01% 947
2019
Q4 		$10K Buy
60
+9
+18% +$1.31K ﹤0.01% 934
2019
Q3 		$6K Hold
51
– – ﹤0.01% 1042
2019
Q2 		$6K Hold
51
– – ﹤0.01% 1026
2019
Q1 		$5K Hold
51
– – ﹤0.01% 1086
2018
Q4 		$5K Buy
+51
New +$6.14K ﹤0.01% 1030

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 $645B AUM 30.41% 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 $427B AUM 29.17% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lindbrook Capital's URI Position: Q1 2025 in Review

Lindbrook Capital reduced its United Rentals (URI) stake by 22% in Q1 2025, selling an estimated $317K and leaving 1,622 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #130.

Lindbrook Capital first reported a position in URI in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.49M in Q1 2024. 1,300 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Lindbrook Capital held 1,622 shares of United Rentals worth $1.02M as of Q1 2025.
  • Lindbrook Capital sold 461 United Rentals shares in Q1 2025, an estimated $317K.
  • United Rentals made up 0.09% of Lindbrook Capital's portfolio in Q1 2025, its #130 holding.
  • Lindbrook Capital first reported a position in United Rentals in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's United Rentals position peaked at $2.49M in Q1 2024.
  • 1,300 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.