Advisory Services Network’s McGrath RentCorp MGRC Stock Holding History

Advisory Services Network’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	-477	Closed	-$57.1K	–	2775
2023 Q4	$57.1K	Buy	+477	New	+$49.6K	﹤0.01%	1938
2023 Q2	–	Sell	-64	Closed	-$5.97K	–	2751
2023 Q1	$5.97K	Buy	64 +6	+10%	+$593	﹤0.01%	3089
2022 Q4	$5.73K	Buy	+58	New	+$5.43K	﹤0.01%	3073
2021 Q3	–	Sell	-25	Closed	-$2K	–	2496
2021 Q2	$2K	Buy	+25	New	+$2.06K	﹤0.01%	3333
2021 Q1	–	Sell	-6	Closed	–	–	2303
2020 Q4	$0	Hold	6	–	–	﹤0.01%	3535
2020 Q3	$0	Buy	+6	New	+$362	﹤0.01%	3608
2020 Q2	–	Sell	-217	Closed	-$11K	–	2056
2020 Q1	$11K	Buy	217 +210	+3,000%	+$14.8K	﹤0.01%	2172
2019 Q4	$1K	Buy	+7	New	+$508	﹤0.01%	2973

Other funds holding MGRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Advisory Services Network's MGRC Position: Q1 2024 in Review

Advisory Services Network sold out of McGrath RentCorp (MGRC) in Q1 2024, closing a stake of 477 shares — an estimated $57.1K sold.

Advisory Services Network first reported a position in MGRC in Q4 2019 and held it in 8 quarters. The position peaked at $57.1K in Q4 2023. 219 funds tracked by Wall St. Rank hold MGRC as of Q1 2024.

Advisory Services Network reported no remaining McGrath RentCorp position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 477 McGrath RentCorp shares in Q1 2024, an estimated $57.1K.
Advisory Services Network first reported a position in McGrath RentCorp in Q4 2019 and held it in 8 quarters.
Advisory Services Network's McGrath RentCorp position peaked at $57.1K in Q4 2023.
219 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.