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 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 $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Moody Lynn & Lieberson's URI Position: Q1 2025 in Review

Moody Lynn & Lieberson sold out of United Rentals (URI) in Q1 2025, closing a stake of 355 shares — an estimated $250K sold.

Moody Lynn & Lieberson first reported a position in URI in Q4 2015 and held it in 9 quarters. The position peaked at $4.93M in Q3 2018. 1,302 funds tracked by Wall St. Rank hold URI as of Q1 2025.

Moody Lynn & Lieberson reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
Moody Lynn & Lieberson sold 355 United Rentals shares in Q1 2025, an estimated $250K.
Moody Lynn & Lieberson first reported a position in United Rentals in Q4 2015 and held it in 9 quarters.
Moody Lynn & Lieberson's United Rentals position peaked at $4.93M in Q3 2018.
1,302 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2025, filed 28 Apr 2025.