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Glassman Wealth Services’s McGrath RentCorp MGRC Stock Holding History

Glassman Wealth Services’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
2022
Q2 		– Sell
-89
Closed -$8K – 1875
2022
Q1 		$8K Buy
+89
New +$7.08K ﹤0.01% 898

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Glassman Wealth Services's MGRC Position: Q2 2022 in Review

Glassman Wealth Services sold out of McGrath RentCorp (MGRC) in Q2 2022, closing a stake of 89 shares — an estimated $8K sold.

Glassman Wealth Services first reported a position in MGRC in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 181 funds tracked by Wall St. Rank hold MGRC as of Q2 2022.

  • Glassman Wealth Services reported no remaining McGrath RentCorp position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 89 McGrath RentCorp shares in Q2 2022, an estimated $8K.
  • Glassman Wealth Services first reported a position in McGrath RentCorp in Q1 2022 and held it in 1 quarter.
  • Glassman Wealth Services's McGrath RentCorp position peaked at $8K in Q1 2022.
  • 181 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.