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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
2026
Q1 		$2.86M Buy
3,931
+1,018
+35% +$855K 0.04% 326
2025
Q4 		$2.36M Buy
2,913
+7
+0.2% +$6.08K 0.04% 320
2025
Q3 		$2.77M Buy
2,906
+460
+19% +$410K 0.04% 281
2025
Q2 		$1.84M Buy
+2,446
New +$1.64M 0.03% 289
2024
Q4 		– Sell
-804
Closed -$651K – 752
2024
Q3 		$651K Buy
804
+57
+8% +$41K 0.02% 346
2024
Q2 		$483K Buy
747
+78
+12% +$51.8K 0.01% 378
2024
Q1 		$482K Buy
669
+69
+12% +$44.3K 0.01% 344
2023
Q4 		$344K Buy
600
+3
+0.5% +$1.42K 0.01% 367
2023
Q3 		$265K Buy
597
+32
+6% +$14.6K 0.01% 410
2023
Q2 		$252K Buy
+565
New +$209K 0.01% 414
2018
Q1 		– Sell
-248
Closed -$46K – 1600
2017
Q4 		$46K Buy
+248
New +$37.7K 0.01% 841

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