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Morningstar Investment Services’s United Rentals URI Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-350
Closed -$285K – 389
2024
Q3 		$285K Buy
+350
New +$252K ﹤0.01% 350
2024
Q1 		– Sell
-352
Closed -$204K – 410
2023
Q4 		$204K Buy
+352
New +$166K ﹤0.01% 399

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morningstar Investment Services's URI Position: Q4 2024 in Review

Morningstar Investment Services sold out of United Rentals (URI) in Q4 2024, closing a stake of 350 shares — an estimated $285K sold.

Morningstar Investment Services first reported a position in URI in Q4 2023 and held it in 2 quarters. The position peaked at $285K in Q3 2024. 1,331 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • Morningstar Investment Services reported no remaining United Rentals position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 350 United Rentals shares in Q4 2024, an estimated $285K.
  • Morningstar Investment Services first reported a position in United Rentals in Q4 2023 and held it in 2 quarters.
  • Morningstar Investment Services's United Rentals position peaked at $285K in Q3 2024.
  • 1,331 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.