SAM
URI icon

Secure Asset Management’s United Rentals URI Stock Holding History

Secure Asset Management’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 		– Sell
-529
Closed -$373K – 366
2024
Q4 		$373K Buy
529
+19
+4% +$15.4K 0.06% 230
2024
Q3 		$413K Buy
510
+9
+2% +$6.47K 0.07% 209
2024
Q2 		$324K Buy
+501
New +$333K 0.06% 218

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Secure Asset Management's URI Position: Q1 2025 in Review

Secure Asset Management sold out of United Rentals (URI) in Q1 2025, closing a stake of 529 shares — an estimated $373K sold.

Secure Asset Management first reported a position in URI in Q2 2024 and held it in 3 quarters. The position peaked at $413K in Q3 2024. 1,303 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Secure Asset Management reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • Secure Asset Management sold 529 United Rentals shares in Q1 2025, an estimated $373K.
  • Secure Asset Management first reported a position in United Rentals in Q2 2024 and held it in 3 quarters.
  • Secure Asset Management's United Rentals position peaked at $413K in Q3 2024.
  • 1,303 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.