Cliff Asness's URI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 30,060 shares of United Rentals, Inc. (URI) worth $28.51 M, representing 0.02% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in URI, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2017, adding 879,133 shares. Largest reduction occurred in Q1 2018, reducing 1.03 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's United Rentals (URI) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Rentals (URI) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +63,913 | Add 0.00% | 63,912 | $45.52 |
| Q2 2013 | +83,815 | Add 0.00% | 83,814 | $49.91 |
| Q3 2013 | -32,441 | Reduce 38.71% | 51,373 | $58.30 |
| Q4 2013 | +25,556 | Add 49.75% | 76,929 | $77.95 |
| Q1 2014 | +182,260 | Add 236.92% | 259,189 | $94.94 |
| Q2 2014 | +8,800 | Add 3.40% | 267,989 | $104.73 |
| Q3 2014 | -188,560 | Reduce 70.36% | 79,429 | $111.11 |
| Q4 2014 | +1,686 | Add 2.12% | 81,115 | $102.02 |
| Q1 2015 | +12,207 | Add 15.05% | 93,322 | $91.16 |
| Q2 2015 | -52,545 | Reduce 56.31% | 40,777 | $87.62 |
| Q3 2015 | +19,447 | Add 47.69% | 60,224 | $60.04 |
| Q4 2015 | +53,641 | Add 89.07% | 113,865 | $72.54 |
| Q1 2016 | -87,968 | Reduce 77.26% | 25,897 | $62.21 |
| Q2 2016 | +5,274 | Add 20.37% | 31,171 | $67.11 |
| Q3 2016 | +265,608 | Add 852.10% | 296,779 | $78.49 |
| Q4 2016 | -56,590 | Reduce 19.07% | 240,189 | $105.58 |
| Q1 2017 | +869,711 | Add 362.09% | 1.11 M | $125.05 |
| Q2 2017 | +879,133 | Add 79.21% | 1.99 M | $112.71 |
| Q3 2017 | +54,350 | Add 2.73% | 2.04 M | $138.74 |
| Q4 2017 | +687,004 | Add 33.62% | 2.73 M | $171.91 |
| Q1 2018 | -1.03 M | Reduce 37.67% | 1.7 M | $172.73 |
| Q2 2018 | -617,635 | Reduce 36.29% | 1.08 M | $150.31 |
| Q3 2018 | -423,668 | Reduce 39.07% | 660,629 | $163.60 |
| Q4 2018 | -261,022 | Reduce 39.51% | 399,607 | $102.53 |
| Q1 2019 | -372,873 | Reduce 93.31% | 26,734 | $113.97 |
| Q2 2019 | +77,837 | Add 291.15% | 104,571 | $132.63 |
| Q3 2019 | -57,423 | Reduce 54.91% | 47,148 | $123.00 |
| Q4 2019 | +182,992 | Add 388.12% | 230,140 | $166.77 |
| Q1 2020 | -107,392 | Reduce 46.66% | 122,748 | $102.90 |
| Q2 2020 | +18,567 | Add 15.13% | 141,315 | $146.50 |
| Q3 2020 | +155,677 | Add 110.16% | 296,992 | $174.50 |
| Q4 2020 | -121,926 | Reduce 41.05% | 175,066 | $230.11 |
| Q1 2021 | -50,066 | Reduce 28.60% | 125,000 | $329.31 |
| Q2 2021 | +60,270 | Add 48.22% | 185,270 | $316.97 |
| Q3 2021 | -67,816 | Reduce 36.60% | 117,454 | $350.93 |
| Q4 2021 | -45,457 | Reduce 38.70% | 71,997 | $326.92 |
| Q1 2022 | +26,045 | Add 36.18% | 98,042 | $355.20 |
| Q2 2022 | +46,351 | Add 47.28% | 144,393 | $238.15 |
| Q3 2022 | -39,385 | Reduce 27.28% | 105,008 | $270.12 |
| Q4 2022 | +25,063 | Add 23.87% | 130,071 | $351.70 |
| Q1 2023 | -10,082 | Reduce 7.75% | 119,989 | $388.66 |
| Q2 2023 | +2,292 | Add 1.91% | 122,281 | $444.75 |
| Q3 2023 | -44,904 | Reduce 36.72% | 77,377 | $444.57 |
| Q4 2023 | -16,936 | Reduce 21.89% | 60,441 | $573.42 |
| Q1 2024 | -6,491 | Reduce 10.74% | 53,950 | $721.12 |
| Q2 2024 | +8,926 | Add 16.54% | 62,876 | $646.73 |
| Q3 2024 | -25,921 | Reduce 41.23% | 36,955 | $804.12 |
| Q4 2024 | -7,167 | Reduce 19.39% | 29,788 | $704.43 |
| Q1 2025 | -740 | Reduce 2.48% | 29,048 | $608.50 |
| Q2 2025 | -1,244 | Reduce 4.28% | 27,804 | $753.40 |
| Q3 2025 | +2,256 | Add 8.11% | 30,060 | $948.32 |
Cliff Asness's United Rentals Investment FAQs
Cliff Asness first purchased United Rentals, Inc. (URI) in Q4 2012, acquiring 63,912 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held United Rentals, Inc. (URI) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to United Rentals, Inc. (URI) was in Q2 2017, adding 1,989,033 shares worth $224.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 30,060 shares of United Rentals, Inc. (URI), valued at approximately $28.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, United Rentals, Inc. (URI) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in United Rentals, Inc. (URI) was 2,730,387 shares, as reported at the end of Q4 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.