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Baer Investment Advisory LLC → URI

Baer Investment Advisory LLC URI Position History

United Rentals, Inc. • Industrials

Quarters held
8
Latest value
$3M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3M
Q3 2025$1.4M
Q4 2025$2.7M
Q4 2025$733K
Q1 2026$2.4M
Q2 2026$1.4M
Q2 2026$3.4M
Q3 2026$3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3M3.0K——
Q2 2026$3.4M3.0K——
Q2 2026$1.4M50——
Q1 2026$2.4M3.3K——
Q4 2025$733K54——
Q4 2025$2.7M3.4K——
Q3 2025$1.4M59——
Q3 2025$3M3.1K——

Other funds holding URI

Other Baer Investment Advisory LLC positions

ETHA

ISHARES TR

$115.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$46.8M
ETHA

ISHARES TR

$34M
FIS

FIDELITY COVINGTON TRUST

$30.3M
VGES

VANGUARD INDEX FDS

$26.6M
ETHA

ISHARES TR

$24.8M
STT-PG

SELECT SECTOR SPDR TR

$24M
PDI

PIMCO ETF TR

$21.2M