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Cavalier Investments’s McGrath RentCorp MGRC Stock Holding History

Cavalier Investments’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
2019
Q2 		– Sell
-5,100
Closed -$289K – 134
2019
Q1 		$289K Hold
5,100
– – 0.12% 108
2018
Q4 		$263K Hold
5,100
– – 0.08% 136
2018
Q3 		$278K Hold
5,100
– – 0.08% 149
2018
Q2 		$322K Buy
+5,100
New +$314K 0.11% 136

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cavalier Investments's MGRC Position: Q2 2019 in Review

Cavalier Investments sold out of McGrath RentCorp (MGRC) in Q2 2019, closing a stake of 5,100 shares — an estimated $289K sold.

Cavalier Investments first reported a position in MGRC in Q2 2018 and held it in 4 quarters. The position peaked at $322K in Q2 2018. 167 funds tracked by Wall St. Rank hold MGRC as of Q2 2019.

  • Cavalier Investments reported no remaining McGrath RentCorp position as of Q2 2019 after selling out during the quarter.
  • Cavalier Investments sold 5,100 McGrath RentCorp shares in Q2 2019, an estimated $289K.
  • Cavalier Investments first reported a position in McGrath RentCorp in Q2 2018 and held it in 4 quarters.
  • Cavalier Investments's McGrath RentCorp position peaked at $322K in Q2 2018.
  • 167 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2019.

Based on Cavalier Investments's 13F filing for Q2 2019, filed 31 Jul 2019.