MIM
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Montgomery Investment Management’s United Rentals URI Stock Holding History

Montgomery Investment 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
2026
Q2 		$38.6M Hold
34,030
– – 11.7% 1
2026
Q1 		$24.8M Buy
34,030
+95
+0.3% +$79.8K 8.46% 1
2025
Q4 		$27.5M Sell
33,935
-55
-0.2% -$47.7K 9.88% 1
2025
Q3 		$32.4M Sell
33,990
-2
-0% -$1.78K 11.42% 1
2025
Q2 		$25.6M Sell
33,992
-1,001
-3% -$669K 9.91% 1
2025
Q1 		$21.9M Buy
34,993
+16
+0% +$11K 8.73% 1
2024
Q4 		$24.6M Sell
34,977
-104
-0.3% -$84.5K 9.7% 1
2024
Q3 		$28.4M Sell
35,081
-37
-0.1% -$26.6K 10.28% 1
2024
Q2 		$22.7M Sell
35,118
-17
-0% -$11.3K 8.99% 1
2024
Q1 		$25.3M Sell
35,135
-18,660
-35% -$12M 9.67% 1
2023
Q4 		$30.8M Buy
53,795
+10
+0% +$4.72K 9.48% 1
2023
Q3 		$23.9M Buy
53,785
+310
+0.6% +$142K 8.24% 1
2023
Q2 		$23.8M Hold
53,475
– – 8% 1
2023
Q1 		$21.2M Sell
53,475
-25
-0% -$10.5K 7.48% 1
2022
Q4 		$19M Buy
53,500
+150
+0.3% +$49.3K 6.75% 2
2022
Q3 		$14.4M Buy
53,350
+200
+0.4% +$58.2K 5.91% 2
2022
Q2 		$12.9M Sell
53,150
-700
-1% -$206K 5.22% 2
2022
Q1 		$19.1M Hold
53,850
– – 6.55% 2
2021
Q4 		$17.9M Hold
53,850
– – 6.02% 3
2021
Q3 		$18.9M Hold
53,850
– – 7.05% 2
2021
Q2 		$17.2M Hold
53,850
– – 6.37% 2
2021
Q1 		$17.7M Buy
53,850
+500
+0.9% +$142K 6.79% 2
2020
Q4 		$12.4M Buy
53,350
+600
+1% +$127K 5.67% 3
2020
Q3 		$9.21M Sell
52,750
-2,750
-5% -$462K 4.83% 4
2020
Q2 		$8.27M Sell
55,500
-3,940
-7% -$500K 4.49% 5
2020
Q1 		$6.12M Buy
59,440
+300
+0.5% +$39.8K 3.99% 5
2019
Q4 		$9.86M Buy
59,140
+3,725
+7% +$541K 4.03% 5
2019
Q3 		$6.91M Buy
55,415
+14,850
+37% +$1.8M 2.95% 11
2019
Q2 		$5.38M Buy
40,565
+4,530
+13% +$575K 2.35% 14
2019
Q1 		$4.12M Buy
36,035
+17,800
+98% +$2.2M 1.84% 14
2018
Q4 		$1.87M Buy
18,235
+6,350
+53% +$765K 0.95% 33
2018
Q3 		$1.94M Buy
11,885
+1,710
+17% +$266K 0.8% 37
2018
Q2 		$1.5M Hold
10,175
– – 0.62% 42
2018
Q1 		$1.76M Hold
10,175
– – 0.74% 38
2017
Q4 		$1.75M Buy
10,175
+200
+2% +$30.4K 0.71% 37
2017
Q3 		$1.38M Hold
9,975
– – 0.61% 41
2017
Q2 		$1.13M Hold
9,975
– – 0.51% 45
2017
Q1 		$1.25M Hold
9,975
– – 0.54% 43
2016
Q4 		$1.05M Hold
9,975
– – 0.45% 50
2016
Q3 		$782K Hold
9,975
– – 0.37% 54
2016
Q2 		$669K Buy
9,975
+1,340
+16% +$87.5K 0.32% 56
2016
Q1 		$537K Buy
8,635
+835
+11% +$46.4K 0.31% 55
2015
Q4 		$566K Buy
7,800
+4,000
+105% +$289K 0.32% 56
2015
Q3 		$228K Buy
+3,800
New +$264K 0.13% 68

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CNB
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