A detailed history of Ep Wealth Advisors, LLC transactions in United Rentals, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,697 shares of URI stock, worth $1.23 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,697
Previous 1,443 17.6%
Holding current value
$1.23 Million
Previous $933,000 47.27%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$627.41 - $814.1 $159,362 - $206,781
254 Added 17.6%
1,697 $1.37 Million
Q2 2024

Aug 19, 2024

BUY
$616.21 - $712.69 $4,313 - $4,988
7 Added 0.49%
1,443 $933,000
Q1 2024

May 14, 2024

SELL
$541.39 - $721.11 $39,521 - $52,641
-73 Reduced 4.84%
1,436 $1.04 Million
Q4 2023

Feb 28, 2024

BUY
$399.02 - $580.47 $1,596 - $2,321
4 Added 0.27%
1,509 $865,000
Q3 2023

Nov 22, 2023

SELL
$428.28 - $491.17 $50.5 Million - $57.9 Million
-117,846 Reduced 98.74%
1,505 $669,000
Q2 2023

Aug 14, 2023

BUY
$326.53 - $445.37 $32.6 Million - $44.4 Million
99,717 Added 507.88%
119,351 $53.2 Million
Q1 2023

Jun 05, 2023

BUY
$356.66 - $479.57 $7 Million - $9.42 Million
19,634 New
19,634 $7.77 Million
Q4 2022

Jun 12, 2023

SELL
$275.38 - $368.02 $5.2 Million - $6.94 Million
-18,869 Reduced 96.1%
765 $271,000

Others Institutions Holding URI

About UNITED RENTALS, INC.


  • Ticker URI
  • Exchange NYSE
  • Sector Industrials
  • Industry Rental & Leasing Services
  • Shares Outstandng 69,308,496
  • Market Cap $50.4B
  • Description
  • United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work ...
More about URI
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