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Insight Folios’s McGrath RentCorp MGRC Stock Holding History

Insight Folios’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
Q2 		– Sell
-3,668
Closed -$342K – 121
2023
Q1 		$342K Sell
3,668
-1
-0% -$99 0.15% 72
2022
Q4 		$362K Sell
3,669
-86
-2% -$8.05K 0.16% 63
2022
Q3 		$315K Sell
3,755
-2,428
-39% -$202K 0.16% 62
2022
Q2 		$470K Buy
6,183
+95
+2% +$7.74K 0.22% 47
2022
Q1 		$517K Sell
6,088
-333
-5% -$26.5K 0.23% 52
2021
Q4 		$515K Buy
6,421
+488
+8% +$37.7K 0.24% 59
2021
Q3 		$427K Buy
+5,933
New +$436K 0.24% 54

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

Insight Folios's MGRC Position: Q2 2023 in Review

Insight Folios sold out of McGrath RentCorp (MGRC) in Q2 2023, closing a stake of 3,668 shares — an estimated $342K sold.

Insight Folios first reported a position in MGRC in Q3 2021 and held it in 7 quarters. The position peaked at $517K in Q1 2022. 198 funds tracked by Wall St. Rank hold MGRC as of Q2 2023.

  • Insight Folios reported no remaining McGrath RentCorp position as of Q2 2023 after selling out during the quarter.
  • Insight Folios sold 3,668 McGrath RentCorp shares in Q2 2023, an estimated $342K.
  • Insight Folios first reported a position in McGrath RentCorp in Q3 2021 and held it in 7 quarters.
  • Insight Folios's McGrath RentCorp position peaked at $517K in Q1 2022.
  • 198 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2023.

Based on Insight Folios's 13F filing for Q2 2023, filed 21 Jul 2023.