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Wolf Group Capital Advisors’s United Rentals URI Stock Holding History

Wolf Group Capital Advisors’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
2025
Q1 		$1.71M Sell
2,736
-805
-23% -$553K 0.58% 54
2024
Q4 		$1.58M Hold
3,541
– – 0.76% 48
2024
Q3 		$1.58M Buy
3,541
+713
+25% +$513K 0.75% 49
2024
Q2 		$1.83M Sell
2,828
-713
-20% -$474K 0.72% 47
2024
Q1 		$1.58M Hold
3,541
– – 0.75% 49
2023
Q4 		$1.58M Buy
3,541
+157
+5% +$74.1K 0.75% 49
2023
Q3 		$1.5M Sell
3,384
-180
-5% -$82.4K 0.71% 48
2023
Q2 		$1.21M Sell
3,564
-224
-6% -$83K 0.6% 61
2023
Q1 		$1.5M Sell
3,788
-511
-12% -$215K 0.75% 51
2022
Q4 		$1.53M Sell
4,299
-286
-6% -$94K 0.72% 54
2022
Q3 		$1.24M Sell
4,585
-15
-0.3% -$4.37K 0.68% 57
2022
Q2 		$1.12M Sell
4,600
-215
-4% -$63.3K 0.58% 60
2022
Q1 		$1.71M Sell
4,815
-10,158
-68% -$3.32M 0.87% 46
2021
Q4 		$4.97M Buy
14,973
+10,115
+208% +$3.61M 0.81% 46
2021
Q3 		$1.71M Sell
4,858
-3,548
-42% -$1.19M 0.93% 40
2021
Q2 		$2.68M Sell
8,406
-8
-0.1% -$2.58K 1.44% 20
2021
Q1 		$2.77M Sell
8,414
-3,411
-29% -$966K 1.6% 17
2020
Q4 		$2.74M Sell
11,825
-148
-1% -$31.3K 1.7% 14
2020
Q3 		$2.09M Sell
11,973
-188
-2% -$31.6K 1.45% 20
2020
Q2 		$1.81M Buy
12,161
+160
+1% +$20.3K 1.35% 27
2020
Q1 		$1.24M Buy
12,001
+160
+1% +$21.2K 1.03% 35
2019
Q4 		$1.98M Buy
11,841
+1,114
+10% +$162K 1.3% 31
2019
Q3 		$1.34M Buy
10,727
+386
+4% +$46.8K 0.92% 37
2019
Q2 		$1.37M Sell
10,341
-358
-3% -$45.4K 0.95% 35
2019
Q1 		$1.22M Buy
10,699
+489
+5% +$60.4K 0.84% 40
2018
Q4 		$1.05M Buy
10,210
+470
+5% +$56.6K 0.78% 43
2018
Q3 		$1.59M Buy
+9,740
New +$1.52M 1.04% 38

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wolf Group Capital Advisors's URI Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its United Rentals (URI) stake by 23% in Q1 2025, selling an estimated $553K and leaving 2,736 shares worth $1.71M. The position accounts for 0.58% of the portfolio, ranked #54.

Wolf Group Capital Advisors first reported a position in URI in Q3 2018 and has held it in 27 quarters since. The position peaked at $4.97M in Q4 2021. 1,300 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Wolf Group Capital Advisors held 2,736 shares of United Rentals worth $1.71M as of Q1 2025.
  • Wolf Group Capital Advisors sold 805 United Rentals shares in Q1 2025, an estimated $553K.
  • United Rentals made up 0.58% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #54 holding.
  • Wolf Group Capital Advisors first reported a position in United Rentals in Q3 2018 and has held it in 27 quarters since.
  • Wolf Group Capital Advisors's United Rentals position peaked at $4.97M in Q4 2021.
  • 1,300 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.