WBI Investments’s United Rentals URI Stock Holding History

WBI Investments’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	–	Sell	-927	Closed	-$751K	–	291
2024 Q3	$751K	Buy	+927	New	+$667K	0.18%	133

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WBI Investments's URI Position: Q4 2024 in Review

WBI Investments sold out of United Rentals (URI) in Q4 2024, closing a stake of 927 shares — an estimated $751K sold.

WBI Investments first reported a position in URI in Q3 2024 and held it in 1 quarter. The position peaked at $751K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold URI as of Q4 2024.

WBI Investments reported no remaining United Rentals position as of Q4 2024 after selling out during the quarter.
WBI Investments sold 927 United Rentals shares in Q4 2024, an estimated $751K.
WBI Investments first reported a position in United Rentals in Q3 2024 and held it in 1 quarter.
WBI Investments's United Rentals position peaked at $751K in Q3 2024.
1,332 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

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