Oakworth Capital’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $367K | Buy |
504
+380
| +306% | +$319K | 0.02% | 173 |
|
|
2025
Q4 | $100K | Hold |
124
| – | – | 0.01% | 344 |
|
|
2025
Q3 | $118K | Hold |
124
| – | – | 0.01% | 315 |
|
|
2025
Q2 | $93.4K | Sell |
124
-22
| -15% | -$14.7K | 0.01% | 294 |
|
|
2025
Q1 | $91.5K | Buy |
146
+41
| +39% | +$28.2K | 0.01% | 303 |
|
|
2024
Q4 | $74K | Hold |
105
| – | – | 0.01% | 327 |
|
|
2024
Q3 | $85K | Buy |
105
+11
| +12% | +$7.91K | 0.01% | 305 |
|
|
2024
Q2 | $60.8K | Buy |
+94
| New | +$62.5K | ﹤0.01% | 322 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$16K | – | 568 |
|
|
2019
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
|
2019
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 428 |
|
|
2019
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 464 |
|
|
2019
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 445 |
|
|
2018
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 444 |
|
|
2018
Q3 | $16K | Hold |
100
| – | – | ﹤0.01% | 418 |
|
|
2018
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 429 |
|
|
2018
Q1 | $15K | Hold |
100
| – | – | ﹤0.01% | 409 |
|
|
2017
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 407 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 459 |
|
|
2017
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 457 |
|
|
2017
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2016
Q4 | $10K | Buy |
100
+30
| +43% | +$2.73K | ﹤0.01% | 460 |
|
|
2016
Q3 | $5K | Buy |
+70
| New | +$5.36K | ﹤0.01% | 508 |
|
Other funds holding URI
VCM
VPM
