Mount Yale Investment Advisors, LLC United Rentals, Inc. Transaction History

Mount Yale Investment Advisors, LLC

$1.38 Billion
Q3 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in United Rentals, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 398 shares of URI stock, worth $321,030. This represents 0.03% of its overall portfolio holdings.

Number of Shares

398

Previous 2,781 85.69%

Holding current value

$321,030

Previous $2.1 Million 81.91%

% of portfolio

0.03%

Previous 0.17%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$774.14 - $975.23 $1.84 Million - $2.32 Million	-2,383 Reduced 85.69%	398 $379,000
Q2 2025 Aug 12, 2025	BUY	$551.94 - $753.4 $309,638 - $422,657	561 Added 25.27%	2,781 $2.1 Million
Q1 2025 Apr 16, 2025	BUY	$594.17 - $789.56 $326,793 - $434,257	550 Added 32.93%	2,220 $1.39 Million
Q4 2024 Jan 22, 2025	SELL	$704.44 - $880.32 $29,586 - $36,973	-42 Reduced 2.45%	1,670 $1.18 Million
Q3 2024 Oct 23, 2024	SELL	$627.41 - $814.1 $1.54 Million - $2 Million	-2,454 Reduced 58.91%	1,712 $1.39 Million

Q2 2024 Aug 13, 2024	SELL	$616.21 - $712.69 $184,863 - $213,807	-300 Reduced 6.72%	4,166 $2.69 Million
Q1 2024 May 15, 2024	SELL	$541.39 - $721.11 $370,310 - $493,239	-684 Reduced 13.28%	4,466 $3.22 Million
Q4 2023 Feb 12, 2024	SELL	$399.02 - $580.47 $31,522 - $45,857	-79 Reduced 1.51%	5,150 $2.95 Million
Q3 2023 Oct 11, 2023	SELL	$428.28 - $491.17 $4,711 - $5,402	-11 Reduced 0.21%	5,229 $2.32 Million
Q2 2023 Aug 14, 2023	BUY	$326.53 - $445.37 $69,550 - $94,863	213 Added 4.24%	5,240 $2.33 Million
Q1 2023 May 11, 2023	BUY	$356.66 - $479.57 $222,555 - $299,251	624 Added 14.17%	5,027 $1.99 Million
Q4 2022 Feb 13, 2023	SELL	$275.38 - $368.02 $19,276 - $25,761	-70 Reduced 1.56%	4,403 $1.56 Million
Q3 2022 Nov 07, 2022	BUY	$241.58 - $339.31 $22,708 - $31,895	94 Added 2.15%	4,473 $1.21 Million
Q2 2022 Aug 02, 2022	BUY	$235.84 - $354.0 $33,253 - $49,914	141 Added 3.33%	4,379 $1.06 Million
Q1 2022 May 03, 2022	SELL	$297.17 - $365.2 $8,023 - $9,860	-27 Reduced 0.63%	4,238 $1.51 Million
Q4 2021 Feb 02, 2022	SELL	$321.98 - $392.79 $23,182 - $28,280	-72 Reduced 1.66%	4,265 $1.42 Million
Q3 2021 Nov 02, 2021	BUY	$298.85 - $365.84 $31,678 - $38,779	106 Added 2.51%	4,337 $1.52 Million
Q2 2021 Aug 04, 2021	BUY	$288.95 - $348.14 $4,045 - $4,873	14 Added 0.33%	4,231 $1.35 Million
Q1 2021 May 04, 2021	BUY	$229.65 - $333.21 $51,211 - $74,305	223 Added 5.58%	4,217 $1.39 Million
Q4 2020 Feb 12, 2021	BUY	$170.73 - $246.75 $1,195 - $1,727	7 Added 0.18%	3,994 $926,000
Q3 2020 Nov 16, 2020	BUY	$143.66 - $184.58 $572,772 - $735,920	3,987 New	3,987 $696,000
Q4 2018 Feb 14, 2019	SELL	$95.9 - $165.53 $4,699 - $8,110	-49 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$144.75 - $171.76 $20,120 - $23,874	-139 Reduced 73.94%	49 $6,000
Q2 2018 Aug 22, 2018	BUY	$146.57 - $180.0 $5,569 - $6,840	38 Added 25.33%	188 $28,000
Q1 2018 Jun 25, 2018	BUY	$161.99 - $189.4 $24,298 - $28,410	150 New	150 $26,000

Others Institutions Holding URI

# of Institutions

1,649

Shares Held

87.7M

Call Options Held

961K

Put Options Held

870K

View Full List

About UNITED RENTALS, INC.

Ticker URI
Exchange NYSE
Sector Industrials
Industry Rental & Leasing Services
Shares Outstandng 69,308,496
Market Cap $55.9B
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 ...

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Mount Yale Investment Advisors, LLC United Rentals, Inc. Transaction History