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Wintrust Investments’s United Rentals URI Stock Holding History

Wintrust 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 		$135K Buy
191
+8
+4% +$6.5K 0.12% 136
2024
Q3 		$148K Sell
183
-1,176
-87% -$846K 0.11% 161
2024
Q2 		$879K Buy
1,359
+131
+11% +$87.1K 0.07% 213
2024
Q1 		$886K Sell
1,228
-224
-15% -$144K 0.08% 208
2023
Q4 		$833K Sell
1,452
-142
-9% -$67K 0.08% 197
2023
Q3 		$709K Buy
1,594
+29
+2% +$13.3K 0.07% 213
2023
Q2 		$697K Buy
1,565
+85
+6% +$31.5K 0.07% 226
2023
Q1 		$586K Buy
1,480
+70
+5% +$29.4K 0.07% 188
2022
Q4 		$501K Buy
1,410
+172
+14% +$56.5K 0.07% 213
2022
Q3 		$334K Buy
1,238
+155
+14% +$45.1K 0.04% 286
2022
Q2 		$263K Sell
1,083
-30
-3% -$8.83K 0.03% 326
2022
Q1 		$395K Hold
1,113
– – 0.04% 283
2021
Q4 		$370K Sell
1,113
-6
-0.5% -$2.14K 0.04% 308
2021
Q3 		$393K Buy
1,119
+105
+10% +$35.2K 0.05% 195
2021
Q2 		$323K Buy
1,014
+70
+7% +$22.6K 0.03% 327
2021
Q1 		$311K Sell
944
-149
-14% -$42.2K 0.03% 322
2020
Q4 		$253K Buy
+1,093
New +$231K 0.07% 152

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wintrust Investments's URI Position: Q4 2024 in Review

Wintrust Investments increased its United Rentals (URI) stake by 4.4% in Q4 2024, buying an estimated $6.5K and bringing the position to 191 shares worth $135K. The position accounts for 0.12% of the portfolio, ranked #136.

Wintrust Investments first reported a position in URI in Q4 2020 and has held it in 17 quarters since. The position peaked at $886K in Q1 2024. 1,331 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • Wintrust Investments held 191 shares of United Rentals worth $135K as of Q4 2024.
  • Wintrust Investments bought 8 United Rentals shares in Q4 2024, an estimated $6.5K.
  • United Rentals made up 0.12% of Wintrust Investments's portfolio in Q4 2024, its #136 holding.
  • Wintrust Investments first reported a position in United Rentals in Q4 2020 and has held it in 17 quarters since.
  • Wintrust Investments's United Rentals position peaked at $886K in Q1 2024.
  • 1,331 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.