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Simon Quick Advisors’s United Rentals URI Stock Holding History

Simon Quick 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
Q2 		– Sell
-335
Closed -$210K – 634
2025
Q1 		$210K Buy
+335
New +$230K 0.01% 545
2020
Q1 		– Sell
-488
Closed -$81K – 709
2019
Q4 		$81K Hold
488
– – 0.03% 167
2019
Q3 		$61K Buy
+488
New +$59.2K 0.03% 157
2019
Q2 		– Sell
-233
Closed -$27K – 589
2019
Q1 		$27K Hold
233
– – 0.01% 272
2018
Q4 		$24K Buy
+233
New +$28.1K 0.01% 242

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simon Quick Advisors's URI Position: Q2 2025 in Review

Simon Quick Advisors sold out of United Rentals (URI) in Q2 2025, closing a stake of 335 shares — an estimated $210K sold.

Simon Quick Advisors first reported a position in URI in Q4 2018 and held it in 5 quarters. The position peaked at $210K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Simon Quick Advisors reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 335 United Rentals shares in Q2 2025, an estimated $210K.
  • Simon Quick Advisors first reported a position in United Rentals in Q4 2018 and held it in 5 quarters.
  • Simon Quick Advisors's United Rentals position peaked at $210K in Q1 2025.
  • 1,346 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.