Number of Shares
96,396.00
Current Holdings Value*
$61.92 Mil
% of Portfolio
5.64%
Total Estimate Gain
$38.85 Mil
% of Total Estimate Gain
64.30%

Lyrical U.S. Value Equity Fund's United Rentals Inc Holding Summary

As of 2025-02-28, Ultimus Managers Trust held 96,396.00 shares of United Rentals Inc(URI), totaling $61.92 Mil. This investment constitutes 5.64% of their stock portfolio, and Ultimus Managers Trust now holds 0.15% of the outstanding United Rentals Inc(URI) stock.

The initial trade took place in 2021Q4. And since then Lyrical U.S. Value Equity Fund has made 8 purchases of URI, at an average price of $408.64, for a total of 147,876.00 shares. In addition, there have been 6 sales at an average price of $399.11 for 51,480.00 shares. Based on historical transaction data and URI's current price of $816.81, Lyrical U.S. Value Equity Fund's estimated gain on his URI holdings is $38.85 Mil, reflecting a 64.30% gain to date.

Lyrical U.S. Value Equity Fund URI ($816.81) Holding Chart

Lyrical U.S. Value Equity Fund URI ($816.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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