TrinityPoint Wealth’s United Rentals URI Stock Holding History

TrinityPoint Wealth’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
2024 Q4	$2.34M	Sell	3,320 -16	-0.5%	-$13K	0.33%	73
2024 Q3	$2.7M	Hold	3,336	–	–	0.39%	65
2024 Q2	$2.16M	Sell	3,336 -100	-3%	-$66.5K	0.34%	78
2024 Q1	$2.48M	Sell	3,436 -113	-3%	-$72.5K	0.41%	63
2023 Q4	$2.04M	Sell	3,549 -4,322	-55%	-$2.04M	0.37%	74
2023 Q3	$3.5M	Sell	7,871 -73	-0.9%	-$33.4K	0.7%	32
2023 Q2	$3.54M	Buy	+7,944	New	+$2.94M	0.69%	34

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TrinityPoint Wealth's URI Position: Q4 2024 in Review

TrinityPoint Wealth reduced its United Rentals (URI) stake by 0.48% in Q4 2024, selling an estimated $13K and leaving 3,320 shares worth $2.34M. The position accounts for 0.33% of the portfolio, ranked #73.

TrinityPoint Wealth first reported a position in URI in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.54M in Q2 2023. 1,330 funds tracked by Wall St. Rank hold URI as of Q4 2024.

TrinityPoint Wealth held 3,320 shares of United Rentals worth $2.34M as of Q4 2024.
TrinityPoint Wealth sold 16 United Rentals shares in Q4 2024, an estimated $13K.
United Rentals made up 0.33% of TrinityPoint Wealth's portfolio in Q4 2024, its #73 holding.
TrinityPoint Wealth first reported a position in United Rentals in Q2 2023 and has held it in 7 quarters since.
TrinityPoint Wealth's United Rentals position peaked at $3.54M in Q2 2023.
1,330 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.