JFS Wealth Advisors’s McGrath RentCorp MGRC Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$1.82K	Hold	15	–	–	﹤0.01%	1641
2026 Q1	$1.66K	Sell	15 -2	-12%	-$222	﹤0.01%	1561
2025 Q4	$1.78K	Buy	17 +7	+70%	+$759	﹤0.01%	1583
2025 Q3	$1.17K	Sell	10 -1	-9%	-$121	﹤0.01%	1585
2025 Q2	$1.28K	Buy	11 +1	+10%	+$111	﹤0.01%	1513
2025 Q1	$1.11K	Hold	10	–	–	﹤0.01%	1623
2024 Q4	$1.12K	Sell	10 -4	-29%	-$459	﹤0.01%	1655
2024 Q3	$1.47K	Hold	14	–	–	﹤0.01%	1593
2024 Q2	$1.49K	Hold	14	–	–	﹤0.01%	1543
2024 Q1	$1.73K	Hold	14	–	–	﹤0.01%	1499
2023 Q4	$1.68K	Buy	14 +2	+17%	+$208	﹤0.01%	1505
2023 Q3	$1.2K	Buy	12 +2	+20%	+$195	﹤0.01%	1541
2023 Q2	$925	Hold	10	–	–	﹤0.01%	1632
2023 Q1	$934	Hold	10	–	–	﹤0.01%	1603
2022 Q4	$987	Buy	10 +2	+25%	+$187	﹤0.01%	1608
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	1591
2022 Q2	$1K	Buy	8 +1	+14%	+$81	﹤0.01%	1583
2022 Q1	$1K	Buy	7 +5	+250%	+$397	﹤0.01%	1682
2021 Q4	$0	Buy	+2	New	+$154	﹤0.01%	1818

Other funds holding MGRC

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return