Waverton Investment Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175M | Buy |
232,469
+6,817
| +3% | +$5.14M | 2.41% | 21 |
|
|
2025
Q1 | $141M | Buy |
225,652
+11,197
| +5% | +$7.01M | 2.19% | 21 |
|
|
2024
Q4 | $151M | Buy |
214,455
+3,867
| +2% | +$2.72M | 2.4% | 22 |
|
|
2024
Q3 | $170M | Buy |
210,588
+2,497
| +1% | +$2.02M | 2.8% | 18 |
|
|
2024
Q2 | $135M | Sell |
208,091
-6,234
| -3% | -$4.03M | 2.54% | 18 |
|
|
2024
Q1 | $154M | Buy |
214,325
+1,832
| +0.9% | +$1.32M | 3.21% | 16 |
|
|
2023
Q4 | $122M | Buy |
+212,493
| New | +$122M | 2.96% | 17 |
|
|
2022
Q3 | – | Sell |
-35,597
| Closed | -$8.65M | – | 85 |
|
|
2022
Q2 | $8.65M | Buy |
35,597
+11,653
| +49% | +$2.83M | 0.34% | 45 |
|
|
2022
Q1 | $8.51M | Buy |
23,944
+4,239
| +22% | +$1.51M | 0.29% | 49 |
|
|
2021
Q4 | $6.55M | Buy |
+19,705
| New | +$6.55M | 0.21% | 50 |
|