InceptionR’s McGrath RentCorp MGRC Stock Holding History

InceptionR’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	-3,242	Closed	-$320K	–	526
2022 Q4	$320K	Buy	+3,242	New	+$304K	0.17%	270

Other funds holding MGRC

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

InceptionR's MGRC Position: Q1 2023 in Review

InceptionR sold out of McGrath RentCorp (MGRC) in Q1 2023, closing a stake of 3,242 shares — an estimated $320K sold.

InceptionR first reported a position in MGRC in Q4 2022 and held it in 1 quarter. The position peaked at $320K in Q4 2022. 222 funds tracked by Wall St. Rank hold MGRC as of Q1 2023.

InceptionR reported no remaining McGrath RentCorp position as of Q1 2023 after selling out during the quarter.
InceptionR sold 3,242 McGrath RentCorp shares in Q1 2023, an estimated $320K.
InceptionR first reported a position in McGrath RentCorp in Q4 2022 and held it in 1 quarter.
InceptionR's McGrath RentCorp position peaked at $320K in Q4 2022.
222 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2023.

Based on InceptionR's 13F filing for Q1 2023, filed 12 May 2023.