SEC 13F Intelligence

Naviter Wealth, LLC / URI

Naviter Wealth, LLC’s United Rentals Inc Position

Does Naviter Wealth, LLC own United Rentals Inc (URI)? Not currently — the last reported position was 12.0K shares worth $4M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q1 2022
Shares
12.0K
% of Portfolio
+1.42%
Quarters Held
2
position exited

Position History URI

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202212.0K$4M+1.42%
Q4 202110.8K$4M+1.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Naviter Wealth, LLC’s full portfolio or all institutional holders of URI.