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Linscomb Wealth’s McGrath RentCorp MGRC Stock Holding History

Linscomb Wealth’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
Q2 		– Sell
-10,722
Closed -$562K – 345
2020
Q1 		$562K Sell
10,722
-2,865
-21% -$201K 0.05% 228
2019
Q4 		$1.04M Buy
+13,587
New +$986K 0.07% 209

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Linscomb Wealth's MGRC Position: Q2 2020 in Review

Linscomb Wealth sold out of McGrath RentCorp (MGRC) in Q2 2020, closing a stake of 10,722 shares — an estimated $562K sold.

Linscomb Wealth first reported a position in MGRC in Q4 2019 and held it in 2 quarters. The position peaked at $1.04M in Q4 2019. 189 funds tracked by Wall St. Rank hold MGRC as of Q2 2020.

  • Linscomb Wealth reported no remaining McGrath RentCorp position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 10,722 McGrath RentCorp shares in Q2 2020, an estimated $562K.
  • Linscomb Wealth first reported a position in McGrath RentCorp in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's McGrath RentCorp position peaked at $1.04M in Q4 2019.
  • 189 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.