Jeremy Grantham's URI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 825 shares of United Rentals, Inc. (URI) worth $787,595, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in URI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 40,600 shares. Largest reduction occurred in Q3 2021, reducing 47,900 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's United Rentals (URI) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Rentals (URI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +8,701 | Add 0.00% | 8,700 | $49.89 |
| Q3 2013 | +4,900 | Add 56.32% | 13,600 | $58.31 |
| Q4 2013 | -2,700 | Reduce 19.85% | 10,900 | $77.98 |
| Q1 2014 | -5,800 | Reduce 53.21% | 5,100 | $94.90 |
| Q2 2014 | -5,100 | Sold Out | 0 | $0.00 |
| Q4 2020 | +40,600 | New Buy | 40,600 | $231.92 |
| Q1 2021 | +6,000 | Add 14.78% | 46,600 | $329.31 |
| Q2 2021 | +1,300 | Add 2.79% | 47,900 | $319.02 |
| Q3 2021 | -47,900 | Sold Out | 0 | $0.00 |
| Q2 2022 | +2,500 | New Buy | 2,500 | $242.80 |
| Q3 2022 | +600 | Add 24.00% | 3,100 | $270.00 |
| Q4 2022 | +7,200 | Add 232.26% | 10,300 | $355.42 |
| Q1 2023 | -10,300 | Sold Out | 0 | $0.00 |
| Q2 2023 | +10,267 | New Buy | 10,267 | $445.37 |
| Q3 2023 | +869 | Add 8.46% | 11,136 | $444.57 |
| Q4 2023 | -544 | Reduce 4.89% | 10,592 | $573.42 |
| Q1 2024 | -10,592 | Sold Out | 0 | $0.00 |
| Q3 2024 | +1,567 | New Buy | 1,567 | $809.73 |
| Q1 2025 | +5,022 | Add 320.49% | 6,589 | $626.70 |
| Q2 2025 | -5,789 | Reduce 87.86% | 800 | $753.40 |
| Q3 2025 | +25 | Add 3.12% | 825 | $954.66 |
Jeremy Grantham's United Rentals Investment FAQs
Jeremy Grantham first purchased United Rentals, Inc. (URI) in Q2 2013, acquiring 8,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held United Rentals, Inc. (URI) for 22 quarters since Q2 2013.
Jeremy Grantham's largest addition to United Rentals, Inc. (URI) was in Q4 2020, adding 40,600 shares worth $9.42 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 825 shares of United Rentals, Inc. (URI), valued at approximately $787,595.
As of the Q3 2025 filing, United Rentals, Inc. (URI) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in United Rentals, Inc. (URI) was 47,900 shares, as reported at the end of Q2 2021.