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Elm Advisors’s McGrath RentCorp MGRC Stock Holding History

Elm 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
2021
Q1 		– Sell
-2,400
Closed -$161K – 196
2020
Q4 		$161K Buy
+2,400
New +$153K 0.1% 89
2018
Q4 		– Sell
-2,400
Closed -$131K – 196
2018
Q3 		$131K Buy
+2,400
New +$140K 0.09% 105

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elm Advisors's MGRC Position: Q1 2021 in Review

Elm Advisors sold out of McGrath RentCorp (MGRC) in Q1 2021, closing a stake of 2,400 shares — an estimated $161K sold.

Elm Advisors first reported a position in MGRC in Q3 2018 and held it in 2 quarters. The position peaked at $161K in Q4 2020. 185 funds tracked by Wall St. Rank hold MGRC as of Q1 2021.

  • Elm Advisors reported no remaining McGrath RentCorp position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 2,400 McGrath RentCorp shares in Q1 2021, an estimated $161K.
  • Elm Advisors first reported a position in McGrath RentCorp in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's McGrath RentCorp position peaked at $161K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.