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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

URI holding history

United Rentals, Inc. in every 13F filed by Sofos Investments, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

URI overviewAll 13F holders of URIFull Q1 2026 holdings

Shares (Q1 2026)
15
Value
$10.9K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of URI by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202615$10.9K<0.1%+15NewHolders
Q2 20240$00.0%−11−100.0%Sold outHolders
Q1 202411$8.03K<0.1%+11AddedHolders
Q4 20230$471<0.1%0UnchangedHolders
Q3 20230$336<0.1%−445−100.0%ReducedHolders
Q2 2023445$12.9K0.1%+49+12.4%AddedHolders
Q1 2023396$329<0.1%+41+11.5%AddedHolders
Q4 2022355$16.4K0.2%−2,075−85.4%ReducedHolders
Q3 20222,430$347.0K<0.1%+243+11.1%AddedHolders
Q2 20222,187$312.0K<0.1%−653−23.0%ReducedHolders
Q1 20222,840$454.0K<0.1%−148−5.0%ReducedHolders
Q4 20212,988$434.0K<0.1%+2,987+298,700.0%AddedHolders
Q3 20211––00.0%UnchangedHolders
Q2 20211––−2−66.7%ReducedHolders
Q1 20213$1.07K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.