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Synergy Asset Management’s United Rentals URI Stock Holding History

Synergy 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
Q2 		– Sell
-14,663
Closed -$9.19M – 226
2025
Q1 		$9.19M Buy
+14,663
New +$10.1M 1.16% 22

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
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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

Synergy Asset Management's URI Position: Q2 2025 in Review

Synergy Asset Management sold out of United Rentals (URI) in Q2 2025, closing a stake of 14,663 shares — an estimated $9.19M sold.

Synergy Asset Management first reported a position in URI in Q1 2025 and held it in 1 quarter. The position peaked at $9.19M in Q1 2025. 1,346 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Synergy Asset Management reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
  • Synergy Asset Management sold 14,663 United Rentals shares in Q2 2025, an estimated $9.19M.
  • Synergy Asset Management first reported a position in United Rentals in Q1 2025 and held it in 1 quarter.
  • Synergy Asset Management's United Rentals position peaked at $9.19M in Q1 2025.
  • 1,346 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.