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Avior Wealth Management’s McGrath RentCorp MGRC Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-6
Closed -$670 – 1699
2024
Q4 		$670 Hold
6
– – ﹤0.01% 2248
2024
Q3 		$631 Hold
6
– – ﹤0.01% 2140
2024
Q2 		$639 Sell
6
-5
-45% -$551 ﹤0.01% 2088
2024
Q1 		$1.36K Sell
11
-24
-69% -$2.9K ﹤0.01% 2338
2023
Q4 		$4.19K Hold
35
– – ﹤0.01% 1193
2023
Q3 		$3.51K Hold
35
– – ﹤0.01% 1291
2023
Q2 		$3.24K Hold
35
– – ﹤0.01% 1288
2023
Q1 		$3.27K Buy
+35
New +$3.46K ﹤0.01% 1322

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's MGRC Position: Q1 2025 in Review

Avior Wealth Management sold out of McGrath RentCorp (MGRC) in Q1 2025, closing a stake of 6 shares — an estimated $670 sold.

Avior Wealth Management first reported a position in MGRC in Q1 2023 and held it in 8 quarters. The position peaked at $4.19K in Q4 2023. 248 funds tracked by Wall St. Rank hold MGRC as of Q1 2025.

  • Avior Wealth Management reported no remaining McGrath RentCorp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6 McGrath RentCorp shares in Q1 2025, an estimated $670.
  • Avior Wealth Management first reported a position in McGrath RentCorp in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's McGrath RentCorp position peaked at $4.19K in Q4 2023.
  • 248 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.