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Diversified Trust’s McGrath RentCorp MGRC Stock Holding History

Diversified Trust’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
2026
Q1 		$298K Buy
2,705
+373
+16% +$41.5K 0.01% 848
2025
Q4 		$245K Buy
2,332
+103
+5% +$11.2K ﹤0.01% 897
2025
Q3 		$261K Buy
+2,229
New +$269K 0.01% 846
2024
Q1 		– Sell
-3,799
Closed -$454K – 894
2023
Q4 		$454K Buy
3,799
+171
+5% +$17.8K 0.02% 529
2023
Q3 		$364K Buy
3,628
+147
+4% +$14.3K 0.01% 564
2023
Q2 		$322K Hold
3,481
– – 0.01% 598
2023
Q1 		$325K Buy
3,481
+206
+6% +$20.4K 0.01% 594
2022
Q4 		$323K Buy
+3,275
New +$307K 0.01% 556
2021
Q1 		– Sell
-5,156
Closed -$346K – 821
2020
Q4 		$346K Buy
5,156
+1,226
+31% +$77.9K 0.01% 461
2020
Q3 		$234K Hold
3,930
– – 0.01% 524
2020
Q2 		$212K Buy
+3,930
New +$211K 0.01% 487

Other funds holding MGRC

RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return