Munro Partners’s United Rentals URI Stock Holding History

Munro Partners’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
2019 Q3	–	Sell	-130,953	Closed	-$17.4M	–	33
2019 Q2	$17.4M	Buy	130,953 +8,900	+7%	+$1.13M	2.98%	16
2019 Q1	$13.9M	Buy	+122,053	New	+$15.1M	2.08%	18

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Munro Partners's URI Position: Q3 2019 in Review

Munro Partners sold out of United Rentals (URI) in Q3 2019, closing a stake of 130,953 shares — an estimated $17.4M sold.

Munro Partners first reported a position in URI in Q1 2019 and held it in 2 quarters. The position peaked at $17.4M in Q2 2019. 655 funds tracked by Wall St. Rank hold URI as of Q3 2019.

Munro Partners reported no remaining United Rentals position as of Q3 2019 after selling out during the quarter.
Munro Partners sold 130,953 United Rentals shares in Q3 2019, an estimated $17.4M.
Munro Partners first reported a position in United Rentals in Q1 2019 and held it in 2 quarters.
Munro Partners's United Rentals position peaked at $17.4M in Q2 2019.
655 funds tracked by Wall St. Rank held United Rentals as of Q3 2019.

Based on Munro Partners's 13F filing for Q3 2019, filed 28 Oct 2025.