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Disciplined Investments’s McGrath RentCorp MGRC Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-3
Closed -$277 – 969
2023
Q2 		$277 Hold
3
– – ﹤0.01% 1420
2023
Q1 		$280 Hold
3
– – ﹤0.01% 1416
2022
Q4 		$296 Sell
3
-1
-25% -$94 ﹤0.01% 1341
2022
Q3 		$0 Buy
4
+2
+100% +$166 ﹤0.01% 1446
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1479
2022
Q1 		$0 Buy
+2
New +$159 ﹤0.01% 1508

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Disciplined Investments's MGRC Position: Q3 2023 in Review

Disciplined Investments sold out of McGrath RentCorp (MGRC) in Q3 2023, closing a stake of 3 shares — an estimated $277 sold.

Disciplined Investments first reported a position in MGRC in Q1 2022 and held it in 6 quarters. The position peaked at $296 in Q4 2022. 196 funds tracked by Wall St. Rank hold MGRC as of Q3 2023.

  • Disciplined Investments reported no remaining McGrath RentCorp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 McGrath RentCorp shares in Q3 2023, an estimated $277.
  • Disciplined Investments first reported a position in McGrath RentCorp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's McGrath RentCorp position peaked at $296 in Q4 2022.
  • 196 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.