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Advisory Research’s McGrath RentCorp MGRC Stock Holding History

Advisory Research’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
2020
Q1 		– Sell
-16,352
Closed -$1.25M – 327
2019
Q4 		$1.25M Sell
16,352
-139
-0.8% -$10.1K 0.06% 159
2019
Q3 		$1.15M Sell
16,491
-1,578
-9% -$104K 0.06% 177
2019
Q2 		$1.12M Buy
18,069
+2,574
+17% +$154K 0.02% 238
2019
Q1 		$877K Sell
15,495
-15,577
-50% -$833K 0.02% 254
2018
Q4 		$1.6M Buy
31,072
+1,180
+4% +$60.7K 0.03% 194
2018
Q3 		$1.63M Sell
29,892
-9,270
-24% -$540K 0.03% 217
2018
Q2 		$2.48M Sell
39,162
-1,385
-3% -$85.4K 0.04% 192
2018
Q1 		$2.18M Buy
+40,547
New +$2.03M 0.04% 206

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Advisory Research's MGRC Position: Q1 2020 in Review

Advisory Research sold out of McGrath RentCorp (MGRC) in Q1 2020, closing a stake of 16,352 shares — an estimated $1.25M sold.

Advisory Research first reported a position in MGRC in Q1 2018 and held it in 8 quarters. The position peaked at $2.48M in Q2 2018. 194 funds tracked by Wall St. Rank hold MGRC as of Q1 2020.

  • Advisory Research reported no remaining McGrath RentCorp position as of Q1 2020 after selling out during the quarter.
  • Advisory Research sold 16,352 McGrath RentCorp shares in Q1 2020, an estimated $1.25M.
  • Advisory Research first reported a position in McGrath RentCorp in Q1 2018 and held it in 8 quarters.
  • Advisory Research's McGrath RentCorp position peaked at $2.48M in Q2 2018.
  • 194 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.