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Capital Performance Advisors’s McGrath RentCorp MGRC Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-37
Closed -$3.9K – 1655
2024
Q3 		$3.9K Buy
+37
New +$3.92K ﹤0.01% 1222

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's MGRC Position: Q4 2024 in Review

Capital Performance Advisors sold out of McGrath RentCorp (MGRC) in Q4 2024, closing a stake of 37 shares — an estimated $3.9K sold.

Capital Performance Advisors first reported a position in MGRC in Q3 2024 and held it in 1 quarter. The position peaked at $3.9K in Q3 2024. 235 funds tracked by Wall St. Rank hold MGRC as of Q4 2024.

  • Capital Performance Advisors reported no remaining McGrath RentCorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 37 McGrath RentCorp shares in Q4 2024, an estimated $3.9K.
  • Capital Performance Advisors first reported a position in McGrath RentCorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's McGrath RentCorp position peaked at $3.9K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.