MLL
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Moody Lynn & Lieberson’s United Rentals URI Stock Holding History

Moody Lynn & Lieberson’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
-355
Closed -$250K – 259
2024
Q4 		$250K Hold
355
– – 0.02% 217
2024
Q3 		$287K Sell
355
-50
-12% -$36K 0.02% 216
2024
Q2 		$262K Sell
405
-4,039
-91% -$2.68M 0.02% 209
2024
Q1 		$3.2M Sell
4,444
-1,138
-20% -$730K 0.22% 75
2023
Q4 		$3.2M Sell
5,582
-75
-1% -$35.4K 0.24% 70
2023
Q3 		$2.51M Buy
+5,657
New +$2.59M 0.22% 72
2018
Q4 		– Sell
-30,110
Closed -$4.93M – 214
2018
Q3 		$4.93M Buy
+30,110
New +$4.69M 0.52% 60
2016
Q4 		– Sell
-4,629
Closed -$363K – 182
2016
Q3 		$363K Buy
+4,629
New +$355K 0.06% 143
2016
Q1 		– Sell
-43,580
Closed -$3.16M – 191
2015
Q4 		$3.16M Buy
+43,580
New +$3.15M 0.5% 64

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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