LAM
URI icon

Lyrical Asset Management’s United Rentals URI Stock Holding History

Lyrical Asset Management’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
Q4 		– Sell
-1,605
Closed -$1.53M – 41
2025
Q3 		$1.53M Sell
1,605
-519,575
-100% -$463M 0.02% 36
2025
Q2 		$393M Sell
521,180
-49,146
-9% -$32.9M 5.66% 3
2025
Q1 		$357M Sell
570,326
-12,218
-2% -$8.4M 5.43% 2
2024
Q4 		$410M Sell
582,544
-12,695
-2% -$10.3M 6.07% 2
2024
Q3 		$482M Sell
595,239
-30,593
-5% -$22M 7.02% 1
2024
Q2 		$405M Sell
625,832
-50,324
-7% -$33.4M 6.5% 1
2024
Q1 		$488M Sell
676,156
-72,302
-10% -$46.4M 7.25% 1
2023
Q4 		$429M Sell
748,458
-64,685
-8% -$30.5M 7% 1
2023
Q3 		$361M Sell
813,143
-24,909
-3% -$11.4M 6.83% 1
2023
Q2 		$373M Sell
838,052
-68,015
-8% -$25.2M 6.98% 1
2023
Q1 		$359M Sell
906,067
-67,660
-7% -$28.4M 6.99% 1
2022
Q4 		$263M Sell
973,727
-64,168
-6% -$21.1M 5.55% 2
2022
Q3 		$280M Sell
1,037,895
-136,762
-12% -$39.8M 5.8% 2
2022
Q2 		$285M Sell
1,174,657
-51,985
-4% -$15.3M 4.96% 4
2022
Q1 		$436M Buy
1,226,642
+8,847
+0.7% +$2.89M 6.02% 2
2021
Q4 		$405M Sell
1,217,795
-99,967
-8% -$35.6M 5.43% 3
2021
Q3 		$462M Sell
1,317,762
-153,049
-10% -$51.4M 5.93% 1
2021
Q2 		$469M Sell
1,470,811
-201,808
-12% -$65.2M 5.68% 1
2021
Q1 		$551M Sell
1,672,619
-85,687
-5% -$24.3M 6.47% 1
2020
Q4 		$408M Sell
1,758,306
-50,151
-3% -$10.6M 5.63% 1
2020
Q3 		$316M Sell
1,808,457
-47,650
-3% -$8.01M 5.73% 2
2020
Q2 		$277M Sell
1,856,107
-130,092
-7% -$16.5M 5.45% 3
2020
Q1 		$204M Sell
1,986,199
-190,857
-9% -$25.3M 5.02% 8
2019
Q4 		$363M Buy
2,177,056
+98,420
+5% +$14.3M 4.94% 4
2019
Q3 		$259M Sell
2,078,636
-142,362
-6% -$17.3M 3.9% 11
2019
Q2 		$295M Buy
2,220,998
+611,715
+38% +$77.6M 4.08% 10
2019
Q1 		$184M Buy
+1,609,283
New +$199M 2.46% 18

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lyrical Asset Management's URI Position: Q4 2025 in Review

Lyrical Asset Management sold out of United Rentals (URI) in Q4 2025, closing a stake of 1,605 shares — an estimated $1.53M sold.

Lyrical Asset Management first reported a position in URI in Q1 2019 and held it in 27 quarters. The position peaked at $551M in Q1 2021. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Lyrical Asset Management reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
  • Lyrical Asset Management sold 1,605 United Rentals shares in Q4 2025, an estimated $1.53M.
  • Lyrical Asset Management first reported a position in United Rentals in Q1 2019 and held it in 27 quarters.
  • Lyrical Asset Management's United Rentals position peaked at $551M in Q1 2021.
  • 1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Lyrical Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.