Sheaff Brock Investment Advisors’s United Rentals URI Stock Holding History

Sheaff Brock 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
2024 Q4	–	Sell	-254	Closed	-$206K	–	483
2024 Q3	$206K	Buy	+254	New	+$183K	0.02%	399
2024 Q2	–	Sell	-465	Closed	-$335K	–	517
2024 Q1	$335K	Buy	+465	New	+$298K	0.02%	337
2018 Q4	–	Sell	-6,096	Closed	-$997K	–	530
2018 Q3	$997K	Sell	6,096 -213	-3%	-$33.1K	0.09%	162
2018 Q2	$931K	Sell	6,309 -214	-3%	-$35K	0.09%	169
2018 Q1	$1.13M	Sell	6,523 -1,165	-15%	-$207K	0.12%	132
2017 Q4	$1.32M	Sell	7,688 -101	-1%	-$15.4K	0.17%	115
2017 Q3	$1.08M	Sell	7,789 -143	-2%	-$17.1K	0.14%	135
2017 Q2	$894K	Buy	7,932 +579	+8%	+$64.6K	0.12%	172
2017 Q1	$919K	Sell	7,353 -1,314	-15%	-$160K	0.12%	162
2016 Q4	$915K	Buy	+8,667	New	+$789K	0.12%	179
2016 Q3	–	Sell	-3,100	Closed	-$208K	–	594
2016 Q2	$208K	Sell	3,100 -1,500	-33%	-$98K	0.03%	468
2016 Q1	$286K	Sell	4,600 -2,000	-30%	-$111K	0.04%	406
2015 Q4	$479K	Buy	+6,600	New	+$477K	0.05%	325

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sheaff Brock Investment Advisors's URI Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of United Rentals (URI) in Q4 2024, closing a stake of 254 shares — an estimated $206K sold.

Sheaff Brock Investment Advisors first reported a position in URI in Q4 2015 and held it in 13 quarters. The position peaked at $1.32M in Q4 2017. 1,331 funds tracked by Wall St. Rank hold URI as of Q4 2024.

Sheaff Brock Investment Advisors reported no remaining United Rentals position as of Q4 2024 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 254 United Rentals shares in Q4 2024, an estimated $206K.
Sheaff Brock Investment Advisors first reported a position in United Rentals in Q4 2015 and held it in 13 quarters.
Sheaff Brock Investment Advisors's United Rentals position peaked at $1.32M in Q4 2017.
1,331 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.