Lido Advisors
MGRC icon

Lido Advisors’s McGrath RentCorp MGRC Stock Holding History

Lido 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
2024
Q1 		– Sell
-2,094
Closed -$250K – 1441
2023
Q4 		$250K Sell
2,094
-278
-12% -$28.9K ﹤0.01% 1119
2023
Q3 		$238K Hold
2,372
– – ﹤0.01% 1019
2023
Q2 		$219K Sell
2,372
-136
-5% -$12.4K ﹤0.01% 1075
2023
Q1 		$234K Buy
2,508
+220
+10% +$21.8K ﹤0.01% 953
2022
Q4 		$226K Buy
+2,288
New +$214K ﹤0.01% 871
2022
Q1 		– Sell
-2,523
Closed -$202K – 1060
2021
Q4 		$202K Buy
+2,523
New +$195K ﹤0.01% 957
2020
Q3 		– Sell
-3,829
Closed -$207K – 676
2020
Q2 		$207K Sell
3,829
-15
-0.4% -$805 0.01% 545
2020
Q1 		$201K Sell
3,844
-1,102
-22% -$77.4K 0.01% 518
2019
Q4 		$380K Buy
4,946
+184
+4% +$13.4K 0.02% 443
2019
Q3 		$331K Buy
4,762
+50
+1% +$3.28K 0.02% 423
2019
Q2 		$292K Buy
4,712
+708
+18% +$42.3K 0.02% 429
2019
Q1 		$226K Hold
4,004
– – 0.01% 462
2018
Q4 		$206K Buy
+4,004
New +$206K 0.02% 396
2018
Q3 		– Sell
-3,186
Closed -$201K – 464
2018
Q2 		$201K Sell
3,186
-1,024
-24% -$63.1K 0.02% 402
2018
Q1 		$226K Buy
+4,210
New +$210K 0.03% 333

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Lido Advisors's MGRC Position: Q1 2024 in Review

Lido Advisors sold out of McGrath RentCorp (MGRC) in Q1 2024, closing a stake of 2,094 shares — an estimated $250K sold.

Lido Advisors first reported a position in MGRC in Q1 2018 and held it in 15 quarters. The position peaked at $380K in Q4 2019. 219 funds tracked by Wall St. Rank hold MGRC as of Q1 2024.

  • Lido Advisors reported no remaining McGrath RentCorp position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 2,094 McGrath RentCorp shares in Q1 2024, an estimated $250K.
  • Lido Advisors first reported a position in McGrath RentCorp in Q1 2018 and held it in 15 quarters.
  • Lido Advisors's McGrath RentCorp position peaked at $380K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.