FinTrust Capital Advisors’s McGrath RentCorp MGRC Stock Holding History

FinTrust Capital 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
2023 Q3	–	Sell	-19	Closed	-$1.88K	–	1297
2023 Q2	$1.88K	Hold	19	–	–	﹤0.01%	1026
2023 Q1	$1.88K	Hold	19	–	–	﹤0.01%	1018
2022 Q4	$1.88K	Sell	19 -81	-81%	-$7.58K	﹤0.01%	1015
2022 Q3	$9K	Sell	100 -74	-43%	-$6.14K	﹤0.01%	900
2022 Q2	$14K	Hold	174	–	–	﹤0.01%	798
2022 Q1	$14K	Hold	174	–	–	﹤0.01%	842
2021 Q4	$14K	Hold	174	–	–	﹤0.01%	842
2021 Q3	$13K	Hold	174	–	–	﹤0.01%	847
2021 Q2	$14K	Sell	174 -7	-4%	-$578	﹤0.01%	842
2021 Q1	$15K	Hold	181	–	–	﹤0.01%	786
2020 Q4	$12K	Hold	181	–	–	﹤0.01%	796
2020 Q3	$11	Buy	181 +147	+432%	+$8.86K	﹤0.01%	776
2020 Q2	$2K	Sell	34 -48	-59%	-$2.58K	﹤0.01%	934
2020 Q1	$4K	Hold	82	–	–	﹤0.01%	908
2019 Q4	$6K	Hold	82	–	–	﹤0.01%	828
2019 Q3	$6K	Buy	82 +8	+11%	+$525	﹤0.01%	845
2019 Q2	$5K	Hold	74	–	–	﹤0.01%	841
2019 Q1	$4K	Hold	74	–	–	﹤0.01%	985
2018 Q4	$4K	Buy	+74	New	+$3.81K	﹤0.01%	982

Other funds holding MGRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

FinTrust Capital Advisors's MGRC Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of McGrath RentCorp (MGRC) in Q3 2023, closing a stake of 19 shares — an estimated $1.88K sold.

FinTrust Capital Advisors first reported a position in MGRC in Q4 2018 and held it in 19 quarters. The position peaked at $15K in Q1 2021. 196 funds tracked by Wall St. Rank hold MGRC as of Q3 2023.

FinTrust Capital Advisors reported no remaining McGrath RentCorp position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 19 McGrath RentCorp shares in Q3 2023, an estimated $1.88K.
FinTrust Capital Advisors first reported a position in McGrath RentCorp in Q4 2018 and held it in 19 quarters.
FinTrust Capital Advisors's McGrath RentCorp position peaked at $15K in Q1 2021.
196 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.