Claris Advisors’s McGrath RentCorp MGRC Stock Holding History

Claris 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	-2	Closed	-$211	–	716
2024 Q3	$211	Buy	+2	New	+$212	﹤0.01%	945

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

RRAM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claris Advisors's MGRC Position: Q4 2024 in Review

Claris Advisors sold out of McGrath RentCorp (MGRC) in Q4 2024, closing a stake of 2 shares — an estimated $211 sold.

Claris Advisors first reported a position in MGRC in Q3 2024 and held it in 1 quarter. The position peaked at $211 in Q3 2024. 235 funds tracked by Wall St. Rank hold MGRC as of Q4 2024.

Claris Advisors reported no remaining McGrath RentCorp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 McGrath RentCorp shares in Q4 2024, an estimated $211.
Claris Advisors first reported a position in McGrath RentCorp in Q3 2024 and held it in 1 quarter.
Claris Advisors's McGrath RentCorp position peaked at $211 in Q3 2024.
235 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.