United Rentals (URI) Stock Concentration Calculator
Calculator · free · no signup · URIQuantify United Rentals concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About United Rentals
United Rentals (URI) is a public Industrial company, incorporated in Delaware and headquartered in Stamford, CT.
Last close: $1,116.38 per share (as of 2026-08-19).
Equity grants at United Rentals typically include restricted stock units (RSUs).
United Rentals, Inc. is an American equipment rental company, with about 16 percent of the North American market share as of 2022. It owns the largest rental fleet in the world with approximately 4,800 classes of equipment totaling about $20.59 billion in original equipment cost (OEC) as of 2025. The company has a combined total of 1,625 locations, including an integrated network of 1,504 rental locations in North America, 38 in Europe, 23 in Australia and 19 in New Zealand. In North America, the company operates in 49 U.S. states and Puerto Rico and in every Canadian province. In 2017, United Rentals' revenue totaled more than $6.64 billion, with over $1.35 billion in profit.
Source: Wikipedia (CC BY-SA 4.0)
The company rents construction and industrial equipment from hundreds of branches, having consolidated a fragmented industry through acquisition since its 1997 founding. Renting shifts equipment ownership off contractor balance sheets, and fleet utilization plus disciplined used-equipment sales determine returns. Scale allows specialty fleets such as trench safety and power generation that smaller competitors cannot justify. Non-residential construction and industrial maintenance spending drive demand. Headquarters are in Stamford, Connecticut.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by United Rentals.
If a meaningful share of your net worth sits in URI, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with URI's option-implied volatility.
Example: 5,000 URI shares at $1,116.38 is a $5,581,900 position. A 30% drawdown costs $1,674,570; a 50% drawdown costs $2,790,950; a 70% drawdown costs $3,907,330. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using URI's option-implied volatility and your cost basis.
All United Rentals tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
United Rentals equity questions
- How much URI stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your URI position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does United Rentals grant ISOs, NSOs, or RSUs?
- Equity compensation at United Rentals typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Find another companyIndustrials peers
One piece of the puzzle.
OptionsAhoy plans your United Rentals equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.