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TOBAM’s United Rentals URI Stock Holding History

TOBAM’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 		$77K Buy
+106
New +$89K 0.02% 205
2023
Q4 		– Sell
-11
Closed -$5K – 405
2023
Q3 		$5K Buy
+11
New +$5.04K ﹤0.01% 345
2021
Q4 		– Sell
-174
Closed -$61K – 449
2021
Q3 		$61K Buy
+174
New +$58.4K ﹤0.01% 335
2021
Q1 		– Sell
-144
Closed -$33K – 448
2020
Q4 		$33K Buy
+144
New +$30.4K ﹤0.01% 400

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return