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FourThought Financial Partners’s McGrath RentCorp MGRC Stock Holding History

FourThought Financial Partners’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
2024
Q1 		– Sell
-2,374
Closed -$284K – 342
2023
Q4 		$284K Sell
2,374
-258
-10% -$26.8K 0.04% 252
2023
Q3 		$264K Buy
+2,632
New +$256K 0.04% 252

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

FourThought Financial Partners's MGRC Position: Q1 2024 in Review

FourThought Financial Partners sold out of McGrath RentCorp (MGRC) in Q1 2024, closing a stake of 2,374 shares — an estimated $284K sold.

FourThought Financial Partners first reported a position in MGRC in Q3 2023 and held it in 2 quarters. The position peaked at $284K in Q4 2023. 219 funds tracked by Wall St. Rank hold MGRC as of Q1 2024.

  • FourThought Financial Partners reported no remaining McGrath RentCorp position as of Q1 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 2,374 McGrath RentCorp shares in Q1 2024, an estimated $284K.
  • FourThought Financial Partners first reported a position in McGrath RentCorp in Q3 2023 and held it in 2 quarters.
  • FourThought Financial Partners's McGrath RentCorp position peaked at $284K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2024.

Based on FourThought Financial Partners's 13F filing for Q1 2024, filed 14 May 2024.