CANANDAIGUA NATIONAL BANK & TRUST CO URI — United Rentals Inc

Ownership history in CANANDAIGUA NATIONAL BANK & TRUST CO  ·  14 quarters on record

AI Ownership Summary

CANANDAIGUA NATIONAL BANK & TRUST CO reported United Rentals Inc (URI) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.1% in 2026 Q2. The latest visible filing shows URI at 0.09% 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 CANANDAIGUA NATIONAL BANK & TRUST CO'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
2026 Q3

URI was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 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.

URI stock page CANANDAIGUA NATIONAL BANK & TRUST CO fund profile CANANDAIGUA NATIONAL BANK & TRUST CO full holdings
How CANANDAIGUA NATIONAL BANK & TRUST CO 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 1,000 — 0% 0.09% $1.0M 2026-10-07 $1037.44
2026 Q2 UNCHANGED — — — 1,000 — 0% 0.10% $1.1M 2026-07-07 $1054.20
2025 Q4 UNCHANGED — — — 1,000 — 0% 0.07% $809K 2026-01-30 $777.35
2025 Q3 UNCHANGED — — — 1,000 — 0% 0.08% $955K 2025-10-07 $980.58
2025 Q2 UNCHANGED — — — 1,000 — 0% 0.07% $753K 2025-07-08 $783.54
2025 Q1 REDUCED 6.8% +20.5% ❌ 1,000 -73 -6.8% 0.06% $627K 2025-04-25 $625.69
2024 Q4 UNCHANGED — — — 1,073 — 0% 0.07% $756K 2025-01-06 $673.85
2024 Q3 UNCHANGED — — — 1,073 — 0% 0.08% $869K 2024-10-03 $776.00
2024 Q2 ADDED — — — 1,073 +73 +7.3% 0.08% $694K 2024-07-11 $653.65
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding URI

As of 2026 Q3 — sorted by position size

Eastover Investment Advisors LLC 3Y 7Y 5.01% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 3.02% ATWOOD & PALMER INC 3Y 7Y 2.95% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 2.83% ARGUS INVESTORS' COUNSEL, INC. 3Y 7Y 2.47% Deeter Investments LLP 2.13% CENTRAL BANK & TRUST CO 3Y 7Y 1.25% YHB Investment Advisors, Inc. 3Y 7Y 1.21% Athena Wealth Management, LLC 0.79% Bank of New Hampshire 3Y 0.66%

FAQ About CANANDAIGUA NATIONAL BANK & TRUST CO and URI

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

How long has CANANDAIGUA NATIONAL BANK & TRUST CO reported owning URI?

CANANDAIGUA NATIONAL BANK & TRUST CO reported URI across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported URI position in CANANDAIGUA NATIONAL BANK & TRUST CO's portfolio?

The largest reported portfolio weight for URI was 0.10% in 2026 Q2.

What is the latest reported URI position on this page?

The most recent filing on this page is 2026 Q3, when CANANDAIGUA NATIONAL BANK & TRUST CO reported 1,000 shares, equal to 0.09% of portfolio, with an estimated market value of $1.0M.

What does the chart on this URI ownership page compare?

The chart compares CANANDAIGUA NATIONAL BANK & TRUST CO'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 CANANDAIGUA NATIONAL BANK & TRUST CO time their URI position?

Based on 13F filing dates vs. subsequent URI price moves, CANANDAIGUA NATIONAL BANK & TRUST CO correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on URI relative to SPY over the holding period was +185.0%.

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