Summit Trail Advisors’s United Rentals URI Stock Holding History

Summit Trail 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	$1.84M	Buy
2024 Q4	–	Sell
2024 Q3	$651K	Buy
2024 Q2	$483K	Buy
2024 Q1	$482K	Buy
2023 Q4	$344K	Buy
2023 Q3	$265K	Buy
2023 Q2	$252K	Buy
2018 Q1	–	Sell
2017 Q4	$46K	Buy