JP Morgan Private Wealth Advisors’s McGrath RentCorp MGRC Stock Holding History

JP Morgan Private 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
2020 Q1	–	Sell	-3,700	Closed	-$283K	–	1495
2019 Q4	$283K	Hold	3,700	–	–	﹤0.01%	1264
2019 Q3	$257K	Hold	3,700	–	–	﹤0.01%	1249
2019 Q2	$230K	Sell	3,700 -1,150	-24%	-$68.7K	﹤0.01%	1251
2019 Q1	$274K	Sell	4,850 -350	-7%	-$18.7K	﹤0.01%	1254
2018 Q4	$268K	Sell	5,200 -165	-3%	-$8.49K	﹤0.01%	1218
2018 Q3	$292K	Hold	5,365	–	–	﹤0.01%	1311
2018 Q2	$339K	Buy	+5,365	New	+$331K	﹤0.01%	1157

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MGRC Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of McGrath RentCorp (MGRC) in Q1 2020, closing a stake of 3,700 shares — an estimated $283K sold.

JP Morgan Private Wealth Advisors first reported a position in MGRC in Q2 2018 and held it in 7 quarters. The position peaked at $339K in Q2 2018. 194 funds tracked by Wall St. Rank hold MGRC as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining McGrath RentCorp position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,700 McGrath RentCorp shares in Q1 2020, an estimated $283K.
JP Morgan Private Wealth Advisors first reported a position in McGrath RentCorp in Q2 2018 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's McGrath RentCorp position peaked at $339K in Q2 2018.
194 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.