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Schechter Investment Advisors’s United Rentals URI Stock Holding History

Schechter Investment Advisors’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 		$437K Sell
698
-65
-9% -$44.7K 0.04% 402
2024
Q4 		$537K Sell
763
-365
-32% -$297K 0.04% 376
2024
Q3 		$913K Buy
1,128
+17
+2% +$12.2K 0.07% 269
2024
Q2 		$719K Sell
1,111
-141
-11% -$93.7K 0.05% 300
2024
Q1 		$903K Sell
1,252
-275
-18% -$176K 0.07% 265
2023
Q4 		$876K Sell
1,527
-53
-3% -$25K 0.08% 252
2023
Q3 		$702K Buy
1,580
+16
+1% +$7.32K 0.07% 281
2023
Q2 		$697K Sell
1,564
-262
-14% -$97.1K 0.06% 317
2023
Q1 		$723K Buy
1,826
+236
+15% +$99.1K 0.07% 323
2022
Q4 		$565K Sell
1,590
-50
-3% -$16.4K 0.05% 471
2022
Q3 		$443K Buy
1,640
+480
+41% +$140K 0.04% 553
2022
Q2 		$282K Sell
1,160
-619
-35% -$182K 0.03% 733
2022
Q1 		$632K Buy
1,779
+25
+1% +$8.16K 0.06% 462
2021
Q4 		$583K Buy
+1,754
New +$625K 0.05% 466

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
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

Schechter Investment Advisors's URI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its United Rentals (URI) stake by 8.5% in Q1 2025, selling an estimated $44.7K and leaving 698 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #402.

Schechter Investment Advisors first reported a position in URI in Q4 2021 and has held it in 14 quarters since. The position peaked at $913K in Q3 2024. 1,299 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Schechter Investment Advisors held 698 shares of United Rentals worth $437K as of Q1 2025.
  • Schechter Investment Advisors sold 65 United Rentals shares in Q1 2025, an estimated $44.7K.
  • United Rentals made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #402 holding.
  • Schechter Investment Advisors first reported a position in United Rentals in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's United Rentals position peaked at $913K in Q3 2024.
  • 1,299 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.