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Advisornet Financial’s McGrath RentCorp MGRC Stock Holding History

Advisornet Financial’s Portfolio MGRC Stock Details MGRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5
Closed -$598 – 2329
2023
Q4 		$598 Buy
5
+1
+25% +$104 ﹤0.01% 2048
2023
Q3 		$401 Hold
4
– – ﹤0.01% 2029
2023
Q2 		$370 Buy
4
+1
+33% +$91 ﹤0.01% 2117
2023
Q1 		$280 Hold
3
– – ﹤0.01% 2197
2022
Q4 		$296 Buy
+3
New +$281 ﹤0.01% 2142

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Advisornet Financial's MGRC Position: Q1 2024 in Review

Advisornet Financial sold out of McGrath RentCorp (MGRC) in Q1 2024, closing a stake of 5 shares — an estimated $598 sold.

Advisornet Financial first reported a position in MGRC in Q4 2022 and held it in 5 quarters. The position peaked at $598 in Q4 2023. 219 funds tracked by Wall St. Rank hold MGRC as of Q1 2024.

  • Advisornet Financial reported no remaining McGrath RentCorp position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 5 McGrath RentCorp shares in Q1 2024, an estimated $598.
  • Advisornet Financial first reported a position in McGrath RentCorp in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's McGrath RentCorp position peaked at $598 in Q4 2023.
  • 219 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.