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Mount Lucas Management’s United Rentals URI Stock Holding History

Mount Lucas 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
2025
Q1 		– Sell
-1,540
Closed -$1.08M – 185
2024
Q4 		$1.08M Sell
1,540
-91
-6% -$74K 0.38% 63
2024
Q3 		$1.32M Sell
1,631
-2,457
-60% -$1.77M 0.45% 59
2024
Q2 		$2.64M Sell
4,088
-5,728
-58% -$3.81M 0.76% 31
2024
Q1 		$7.08M Sell
9,816
-880
-8% -$565K 1.93% 5
2023
Q4 		$6.13M Buy
10,696
+4,609
+76% +$2.17M 1.76% 9
2023
Q3 		$2.71M Sell
6,087
-239
-4% -$109K 0.96% 27
2023
Q2 		$2.82M Buy
+6,326
New +$2.34M 0.94% 28

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mount Lucas Management's URI Position: Q1 2025 in Review

Mount Lucas Management sold out of United Rentals (URI) in Q1 2025, closing a stake of 1,540 shares — an estimated $1.08M sold.

Mount Lucas Management first reported a position in URI in Q2 2023 and held it in 7 quarters. The position peaked at $7.08M in Q1 2024. 1,302 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Mount Lucas Management reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • Mount Lucas Management sold 1,540 United Rentals shares in Q1 2025, an estimated $1.08M.
  • Mount Lucas Management first reported a position in United Rentals in Q2 2023 and held it in 7 quarters.
  • Mount Lucas Management's United Rentals position peaked at $7.08M in Q1 2024.
  • 1,302 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Mount Lucas Management's 13F filing for Q1 2025, filed 6 May 2025.