Ogorek Anthony Joseph’s United Rentals URI Stock Holding History

Ogorek Anthony Joseph’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
2026 Q1	$79K	Sell	108 -1	-0.9%	-$840	0.02%	123
2025 Q4	$88K	Sell	109 -4	-4%	-$3.47K	0.02%	113
2025 Q3	$108K	Hold	113	–	–	0.03%	105
2025 Q2	$85K	Sell	113 -794	-88%	-$531K	0.03%	111
2025 Q1	$568K	Buy	907 +7	+0.8%	+$4.81K	0.19%	48
2024 Q4	$634K	Buy	900 +22	+3%	+$17.9K	0.2%	47
2024 Q3	$711K	Buy	878 +392	+81%	+$282K	0.24%	40
2024 Q2	$314K	Buy	486 +414	+575%	+$275K	0.11%	51
2024 Q1	$51K	Hold	72	–	–	0.02%	111
2023 Q4	$41K	Hold	72	–	–	0.01%	120
2023 Q3	$32K	Hold	72	–	–	0.01%	134
2023 Q2	$32K	Hold	72	–	–	0.01%	127
2023 Q1	$28K	Hold	72	–	–	0.01%	128
2022 Q4	$25K	Hold	72	–	–	0.01%	103
2022 Q3	$19K	Hold	72	–	–	0.01%	118
2022 Q2	$17K	Hold	72	–	–	0.01%	131
2022 Q1	$25K	Hold	72	–	–	0.01%	121
2021 Q4	$23K	Hold	72	–	–	0.01%	128
2021 Q3	$25K	Hold	72	–	–	0.01%	113
2021 Q2	$22K	Hold	72	–	–	0.01%	122
2021 Q1	$23K	Hold	72	–	–	0.01%	106
2020 Q4	$16K	Hold	72	–	–	0.01%	117
2020 Q3	$12K	Hold	72	–	–	0.01%	108
2020 Q2	$10K	Hold	72	–	–	0.01%	121
2020 Q1	$7K	Hold	72	–	–	﹤0.01%	144
2019 Q4	$12K	Hold	72	–	–	0.01%	131
2019 Q3	$8K	Hold	72	–	–	﹤0.01%	121
2019 Q2	$9K	Hold	72	–	–	0.01%	112
2019 Q1	$8K	Hold	72	–	–	0.01%	116
2018 Q4	$7K	Hold	72	–	–	0.01%	114
2018 Q3	$11K	Hold	72	–	–	0.01%	100
2018 Q2	$10K	Hold	72	–	–	0.01%	90
2018 Q1	$12K	Hold	72	–	–	0.01%	74
2017 Q4	$12K	Buy	+72	New	+$11K	0.01%	67

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return