KB Financial Partners’s McGrath RentCorp MGRC Stock Holding History

KB Financial Partners’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 Q3	$5K	Hold	47	–	–	﹤0.01%	432
2023 Q2	$4K	Hold	47	–	–	﹤0.01%	457
2023 Q1	$4K	Hold	47	–	–	﹤0.01%	448
2022 Q4	$5K	Sell	47 -12	-20%	-$1.12K	﹤0.01%	423
2022 Q3	$5K	Buy	59 +12	+26%	+$996	﹤0.01%	416
2022 Q2	$4K	Sell	47 -29	-38%	-$2.36K	﹤0.01%	435
2022 Q1	$6K	Hold	76	–	–	﹤0.01%	456
2021 Q4	$6K	Buy	+76	New	+$5.87K	﹤0.01%	490
2021 Q3	–	Sell	-76	Closed	-$6K	–	406
2021 Q2	$6K	Sell	76 -19	-20%	-$1.57K	﹤0.01%	461
2021 Q1	$8K	Buy	+95	New	+$7.29K	﹤0.01%	465

Other funds holding MGRC

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

KB Financial Partners's MGRC Position: Q3 2023 in Review

KB Financial Partners held its McGrath RentCorp (MGRC) position steady in Q3 2023 at 47 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

KB Financial Partners first reported a position in MGRC in Q1 2021 and has held it in 10 quarters since. The position peaked at $8K in Q1 2021. 196 funds tracked by Wall St. Rank hold MGRC as of Q3 2023.

KB Financial Partners held 47 shares of McGrath RentCorp worth $5K as of Q3 2023.
KB Financial Partners left its McGrath RentCorp share count unchanged in Q3 2023.
McGrath RentCorp made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #432 holding.
KB Financial Partners first reported a position in McGrath RentCorp in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's McGrath RentCorp position peaked at $8K in Q1 2021.
196 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.