Migdal Insurance & Financial Holdings’s United Rentals URI Stock Holding History

Migdal Insurance & Financial Holdings’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 Q2	–	Sell	-49	Closed	-$31K	–	445
2025 Q1	$31K	Buy	49 +20	+69%	+$13.7K	﹤0.01%	324
2024 Q4	$20K	Buy	29 +6	+26%	+$4.88K	﹤0.01%	292
2024 Q3	$19K	Buy	+23	New	+$16.5K	﹤0.01%	296
2023 Q1	–	Sell	-132	Closed	-$47K	–	563
2022 Q4	$47K	Buy	+132	New	+$43.4K	﹤0.01%	318
2022 Q2	–	Sell	-255,000	Closed	-$90.6M	–	642
2022 Q1	$90.6M	Sell	255,000 -65,000	-20%	-$21.2M	1.58%	22
2021 Q4	$106M	Buy	320,000 +65,000	+25%	+$23.2M	1.03%	30
2021 Q3	$89.5M	Buy	255,000 +120,000	+89%	+$40.3M	0.94%	32
2021 Q2	$43.1M	Buy	+135,000	New	+$43.6M	0.45%	68
2020 Q4	–	Sell	-92,000	Closed	-$16.1M	–	733
2020 Q3	$16.1M	Buy	+92,000	New	+$15.5M	0.22%	92
2020 Q2	–	Sell	-934	Closed	-$96K	–	735
2020 Q1	$96K	Buy	+934	New	+$124K	﹤0.01%	395
2018 Q4	–	Sell	-984	Closed	-$161K	–	812
2018 Q3	$161K	Buy	984 +500	+103%	+$77.8K	﹤0.01%	547
2018 Q2	$71K	Buy	484 +476	+5,950%	+$77.8K	﹤0.01%	558
2018 Q1	$1K	Buy	+8	New	+$1.42K	﹤0.01%	682

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Migdal Insurance & Financial Holdings's URI Position: Q2 2025 in Review

Migdal Insurance & Financial Holdings sold out of United Rentals (URI) in Q2 2025, closing a stake of 49 shares — an estimated $31K sold.

Migdal Insurance & Financial Holdings first reported a position in URI in Q1 2018 and held it in 13 quarters. The position peaked at $106M in Q4 2021. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

Migdal Insurance & Financial Holdings reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 49 United Rentals shares in Q2 2025, an estimated $31K.
Migdal Insurance & Financial Holdings first reported a position in United Rentals in Q1 2018 and held it in 13 quarters.
Migdal Insurance & Financial Holdings's United Rentals position peaked at $106M in Q4 2021.
1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.