BerganKDV Wealth Management’s McGrath RentCorp MGRC Stock Holding History

BerganKDV 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
2022 Q1	–	Sell	-7,124	Closed	-$572K	–	1057
2021 Q4	$572K	Buy	7,124 +464	+7%	+$35.8K	0.06%	184
2021 Q3	$479K	Sell	6,660 -86	-1%	-$6.32K	0.05%	185
2021 Q2	$550K	Buy	6,746 +157	+2%	+$13K	0.07%	166
2021 Q1	$531K	Sell	6,589 -569	-8%	-$43.7K	0.07%	164
2020 Q4	$480K	Sell	7,158 -39	-0.5%	-$2.48K	0.07%	164
2020 Q3	$429K	Buy	7,197 +272	+4%	+$16.4K	0.07%	166
2020 Q2	$374K	Buy	+6,925	New	+$372K	0.06%	174

Other funds holding MGRC

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BerganKDV Wealth Management's MGRC Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of McGrath RentCorp (MGRC) in Q1 2022, closing a stake of 7,124 shares — an estimated $572K sold.

BerganKDV Wealth Management first reported a position in MGRC in Q2 2020 and held it in 7 quarters. The position peaked at $572K in Q4 2021. 171 funds tracked by Wall St. Rank hold MGRC as of Q1 2022.

BerganKDV Wealth Management reported no remaining McGrath RentCorp position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 7,124 McGrath RentCorp shares in Q1 2022, an estimated $572K.
BerganKDV Wealth Management first reported a position in McGrath RentCorp in Q2 2020 and held it in 7 quarters.
BerganKDV Wealth Management's McGrath RentCorp position peaked at $572K in Q4 2021.
171 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.