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Graves Light Lenhart Wealth’s McGrath RentCorp MGRC Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-44
Closed -$4K – 749
2021
Q2 		$4K Hold
44
– – ﹤0.01% 650
2021
Q1 		$4K Hold
44
– – ﹤0.01% 654
2020
Q4 		$3K Buy
+44
New +$2.8K ﹤0.01% 652

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Graves Light Lenhart Wealth's MGRC Position: Q3 2021 in Review

Graves Light Lenhart Wealth sold out of McGrath RentCorp (MGRC) in Q3 2021, closing a stake of 44 shares — an estimated $4K sold.

Graves Light Lenhart Wealth first reported a position in MGRC in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 164 funds tracked by Wall St. Rank hold MGRC as of Q3 2021.

  • Graves Light Lenhart Wealth reported no remaining McGrath RentCorp position as of Q3 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 44 McGrath RentCorp shares in Q3 2021, an estimated $4K.
  • Graves Light Lenhart Wealth first reported a position in McGrath RentCorp in Q4 2020 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's McGrath RentCorp position peaked at $4K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.