URI — UNITED RENTALS INC COM

Ownership history in APPLETON PARTNERS INC/MA  ·  6 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in UNITED RENTALS INC COM (URI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.73% (2014 Q4)
Avg. % of fund
0.42%
First filed
2014 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 210 -8,970 -97.7% 0.01% $200K $950.52
2015 Q4 REDUCED 9,180 -19,167 -67.6% 0.13% $666K $70.10
2015 Q3 REDUCED 28,347 -2,668 -8.6% 0.39% $1.7M $58.03
2015 Q2 ADDED 31,015 +560 +1.8% 0.61% $2.7M $84.67
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% of Fund (quarterly)    URI price (monthly, adj. close)

Other funds also holding URI

As of 2025 Q4 — sorted by position size

MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 9.88% Access Investment Management LLC 8.19% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 5.54% Spinecap SAS 5.38% Factorial Partners, LLC 3Y 7Y 4.54% Edgemoor Investment Advisors, Inc. 3Y 7Y 4.4% Glassy Mountain Advisors, Inc. 3Y 4.11% Saranac Partners Ltd 4.03% WEDGEWOOD PARTNERS INC 3Y 7Y 4.01% F&V Capital Management, LLC 3Y 7Y 3.54%
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