C2C Wealth Management’s McGrath RentCorp MGRC Stock Holding History

C2C 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
2023 Q4	–	Sell	-5,600	Closed	-$565K	–	181
2023 Q3	$565K	Hold	5,600	–	–	0.08%	129
2023 Q2	$529K	Hold	5,600	–	–	0.07%	146
2023 Q1	$502K	Hold	5,600	–	–	0.08%	144
2022 Q4	$559K	Hold	5,600	–	–	0.1%	94
2022 Q3	$489K	Hold	5,600	–	–	0.1%	102
2022 Q2	$437K	Hold	5,600	–	–	0.08%	114
2022 Q1	$500K	Hold	5,600	–	–	0.09%	116
2021 Q4	$449K	Buy	+5,600	New	+$432K	0.06%	133

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

C2C Wealth Management's MGRC Position: Q4 2023 in Review

C2C Wealth Management sold out of McGrath RentCorp (MGRC) in Q4 2023, closing a stake of 5,600 shares — an estimated $565K sold.

C2C Wealth Management first reported a position in MGRC in Q4 2021 and held it in 8 quarters. The position peaked at $565K in Q3 2023. 225 funds tracked by Wall St. Rank hold MGRC as of Q4 2023.

C2C Wealth Management reported no remaining McGrath RentCorp position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 5,600 McGrath RentCorp shares in Q4 2023, an estimated $565K.
C2C Wealth Management first reported a position in McGrath RentCorp in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's McGrath RentCorp position peaked at $565K in Q3 2023.
225 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.