DB Wealth Management Group’s McGrath RentCorp MGRC Stock Holding History

DB Wealth Management Group’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	$36.8K	Hold	308	–	–	0.02%	185
2023 Q3	$30.9K	Hold	308	–	–	0.02%	189
2023 Q2	$28.5K	Hold	308	–	–	0.02%	195
2023 Q1	$28.7K	Hold	308	–	–	0.02%	192
2022 Q4	$30.4K	Hold	308	–	–	0.02%	186
2022 Q3	$26K	Hold	308	–	–	0.02%	206
2022 Q2	$23K	Hold	308	–	–	0.02%	217
2022 Q1	$26K	Buy	+308	New	+$24.5K	0.02%	231

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

DB Wealth Management Group's MGRC Position: Q4 2023 in Review

DB Wealth Management Group held its McGrath RentCorp (MGRC) position steady in Q4 2023 at 308 shares worth $36.8K. The position accounts for 0.02% of the portfolio, ranked #185.

DB Wealth Management Group first reported a position in MGRC in Q1 2022 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold MGRC as of Q4 2023.

DB Wealth Management Group held 308 shares of McGrath RentCorp worth $36.8K as of Q4 2023.
DB Wealth Management Group left its McGrath RentCorp share count unchanged in Q4 2023.
McGrath RentCorp made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #185 holding.
DB Wealth Management Group first reported a position in McGrath RentCorp in Q1 2022 and has held it in 8 quarters since.
225 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.