Benchmark Investment Advisors LLC URI UNITED RENTALS INC

Ownership history in Benchmark Investment Advisors LLC  ·  14 quarters on record

AI Ownership Summary

Benchmark Investment Advisors LLC reported UNITED RENTALS INC (URI) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.65% in 2024 Q2. The latest visible filing shows URI at 2.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this URI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Benchmark Investment Advisors LLC's position in UNITED RENTALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

URI was reported at 2.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.65% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Benchmark Investment Advisors LLC held URI — position size vs. price
% of Fund (quarterly)    URI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 34.7% -14.0% 4,193 -2,232 -34.7% 2.33% $4.0M 2025-11-14 (Est.) $832.16
2025 Q1 ADDED 6,425 +774 +13.7% 2.61% $4.0M 2025-05-15 $708.84
2024 Q4 ADDED 5,651 +1,573 +38.6% 2.59% $4.0M 2025-02-13 $722.99
2024 Q3 REDUCED 27.8% -12.7% 4,078 -1,572 -27.8% 2.35% $3.3M 2024-11-13 $849.30
2024 Q2 ADDED 5,650 +1,621 +40.2% 2.65% $3.7M 2024-08-12 $677.78
2024 Q1 ADDED 4,029 +3,583 +803.4% 2.29% $2.9M 2024-05-15 $701.51
2023 Q4 REDUCED 89.9% +24.1% 446 -3,989 -89.9% 0.02% $256K 2024-02-13 $625.68
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Benchmark Investment Advisors LLC and URI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Benchmark Investment Advisors LLC reported owning URI?

Benchmark Investment Advisors LLC reported URI across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported URI position in Benchmark Investment Advisors LLC's portfolio?

The largest reported portfolio weight for URI was 2.65% in 2024 Q2.

What is the latest reported URI position on this page?

The most recent filing on this page is 2025 Q3, when Benchmark Investment Advisors LLC reported 4,193 shares, equal to 2.33% of portfolio, with an estimated market value of $4.0M.

What does the chart on this URI ownership page compare?

The chart compares Benchmark Investment Advisors LLC's quarterly URI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Benchmark Investment Advisors LLC time their URI position?

Based on 13F filing dates vs. subsequent URI price moves, Benchmark Investment Advisors LLC correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on URI relative to SPY over the holding period was +16.9%.

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