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Fortis Capital Advisors’s McGrath RentCorp MGRC Stock Holding History

Fortis 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
Q1 		– Sell
-1,335
Closed -$132K – 719
2022
Q4 		$132K Buy
+1,335
New +$125K 0.08% 167

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fortis Capital Advisors's MGRC Position: Q1 2023 in Review

Fortis Capital Advisors sold out of McGrath RentCorp (MGRC) in Q1 2023, closing a stake of 1,335 shares — an estimated $132K sold.

Fortis Capital Advisors first reported a position in MGRC in Q4 2022 and held it in 1 quarter. The position peaked at $132K in Q4 2022. 222 funds tracked by Wall St. Rank hold MGRC as of Q1 2023.

  • Fortis Capital Advisors reported no remaining McGrath RentCorp position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 1,335 McGrath RentCorp shares in Q1 2023, an estimated $132K.
  • Fortis Capital Advisors first reported a position in McGrath RentCorp in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's McGrath RentCorp position peaked at $132K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.