Back to URI
Concurrent Investment Advisors, LLC → URI
Concurrent Investment Advisors, LLC URI Position History
United Rentals, Inc. • Industrials
Quarters held
9
Latest value
$186K
Q3 2026
Peak value
$20.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $548K |
| Q4 2025 | $86K |
| Q4 2025 | $11M |
| Q1 2026 | $13.5M |
| Q1 2026 | $325K |
| Q2 2026 | $450K |
| Q2 2026 | $20.3M |
| Q3 2026 | $20.1M |
| Q3 2026 | $186K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $186K | 186 | — | — |
| Q3 2026 | $20.1M | 20.0K | — | — |
| Q2 2026 | $20.3M | 17.9K | — | — |
| Q2 2026 | $450K | 397 | — | — |
| Q1 2026 | $325K | 446 | — | — |
| Q1 2026 | $13.5M | 18.5K | — | — |
| Q4 2025 | $11M | 13.6K | — | — |
| Q4 2025 | $86K | 106 | — | — |
| Q3 2025 | $548K | 574 | — | — |