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Paloma Partners’s United Rentals URI Stock Holding History

Paloma 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
2024
Q3 		– Sell
-3,700
Closed -$2.39M – 1698
2024
Q2 		$2.39M Buy
3,700
+3,295
+814% +$2.19M 0.07% 309
2024
Q1 		$292K Buy
+405
New +$260K 0.02% 528
2023
Q4 		– Sell
-800
Closed -$356K – 948
2023
Q3 		$356K Buy
+800
New +$366K 0.01% 522
2022
Q3 		– Sell
-13,800
Closed -$3.35M – 1346
2022
Q2 		$3.35M Buy
+13,800
New +$4.06M 0.12% 165
2021
Q3 		– Sell
-3,900
Closed -$1.25M – 1899
2021
Q2 		$1.25M Buy
3,900
+2,800
+255% +$904K 0.02% 550
2021
Q1 		$362K Buy
+1,100
New +$312K 0.01% 1365
2020
Q4 		– Sell
-500
Closed -$87K – 2248
2020
Q3 		$87K Buy
500
+200
+67% +$33.6K ﹤0.01% 1920
2020
Q2 		$45K Buy
+300
New +$38.1K ﹤0.01% 2000
2019
Q4 		– Sell
-8,500
Closed -$1.06M – 2530
2019
Q3 		$1.06M Buy
+8,500
New +$1.03M 0.02% 710
2019
Q2 		– Sell
-5,100
Closed -$583K – 2202
2019
Q1 		$583K Buy
+5,100
New +$630K 0.01% 987
2018
Q4 		– Sell
-3,600
Closed -$589K – 1792
2018
Q3 		$589K Sell
3,600
-7,900
-69% -$1.23M 0.01% 961
2018
Q2 		$1.7M Buy
11,500
+3,800
+49% +$621K 0.03% 508
2018
Q1 		$1.33M Buy
+7,700
New +$1.37M 0.02% 823
2017
Q4 		– Sell
-2,600
Closed -$361K – 2324
2017
Q3 		$361K Sell
2,600
-13,700
-84% -$1.64M 0.01% 1712
2017
Q2 		$1.84M Buy
+16,300
New +$1.82M 0.02% 814

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $733B AUM 35.63% 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 $1.61T AUM 30.72% 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

Paloma Partners's URI Position: Q4 2024 in Review

Paloma Partners sold out of United Rentals (URI) in Q4 2024, closing a stake of 1,484 shares — an estimated $1.2M sold.

Paloma Partners first reported a position in URI in Q1 2015 and held it in 31 quarters. The position peaked at $6.18M in Q3 2016. 1,330 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • Paloma Partners reported no remaining United Rentals position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 1,484 United Rentals shares in Q4 2024, an estimated $1.2M.
  • Paloma Partners first reported a position in United Rentals in Q1 2015 and held it in 31 quarters.
  • Paloma Partners's United Rentals position peaked at $6.18M in Q3 2016.
  • 1,330 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.