Marvin & Palmer Associates’s United Rentals URI Stock Holding History

Marvin & Palmer Associates’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	-4,133	Closed	-$2.91M	–	37
2024 Q4	$2.91M	Sell	4,133 -4,101	-50%	-$3.33M	2.22%	21
2024 Q3	$6.67M	Buy	8,234 +3,679	+81%	+$2.65M	5.59%	6
2024 Q2	$3.3M	Sell	4,555 -18	-0.4%	-$12K	3.38%	17
2024 Q1	$3.3M	Sell	4,573 -412	-8%	-$264K	3.27%	16
2023 Q4	$2.86M	Sell	4,985 -11,420	-70%	-$5.39M	3.19%	15
2023 Q3	$7.29M	Buy	+16,405	New	+$7.51M	4.73%	14
2022 Q1	–	Sell	-23,739	Closed	-$7.89M	–	41
2021 Q4	$7.89M	Sell	23,739 -3,968	-14%	-$1.41M	3.37%	21
2021 Q3	$9.72M	Sell	27,707 -648	-2%	-$218K	3.94%	16
2021 Q2	$9.05M	Buy	28,355 +2,410	+9%	+$778K	3.7%	17
2021 Q1	$8.54M	Buy	+25,945	New	+$7.35M	3.8%	12

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

Marvin & Palmer Associates's URI Position: Q1 2025 in Review

Marvin & Palmer Associates sold out of United Rentals (URI) in Q1 2025, closing a stake of 4,133 shares — an estimated $2.91M sold.

Marvin & Palmer Associates first reported a position in URI in Q1 2021 and held it in 10 quarters. The position peaked at $9.72M in Q3 2021. 1,300 funds tracked by Wall St. Rank hold URI as of Q1 2025.

Marvin & Palmer Associates reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
Marvin & Palmer Associates sold 4,133 United Rentals shares in Q1 2025, an estimated $2.91M.
Marvin & Palmer Associates first reported a position in United Rentals in Q1 2021 and held it in 10 quarters.
Marvin & Palmer Associates's United Rentals position peaked at $9.72M in Q3 2021.
1,300 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Marvin & Palmer Associates's 13F filing for Q1 2025, filed 7 May 2025.