Moody Aldrich Partners’s McGrath RentCorp MGRC Stock Holding History

Moody Aldrich 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 Q2	–	Sell	-66,840	Closed	-$6.24M	–	168
2023 Q1	$6.24M	Sell	66,840 -2,541	-4%	-$251K	1.26%	24
2022 Q4	$6.85M	Buy	+69,381	New	+$6.5M	1.39%	17
2020 Q2	–	Sell	-64,639	Closed	-$3.39M	–	179
2020 Q1	$3.39M	Buy	+64,639	New	+$4.54M	1.02%	40

Other funds holding MGRC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Moody Aldrich Partners's MGRC Position: Q2 2023 in Review

Moody Aldrich Partners sold out of McGrath RentCorp (MGRC) in Q2 2023, closing a stake of 66,840 shares — an estimated $6.24M sold.

Moody Aldrich Partners first reported a position in MGRC in Q1 2020 and held it in 3 quarters. The position peaked at $6.85M in Q4 2022. 198 funds tracked by Wall St. Rank hold MGRC as of Q2 2023.

Moody Aldrich Partners reported no remaining McGrath RentCorp position as of Q2 2023 after selling out during the quarter.
Moody Aldrich Partners sold 66,840 McGrath RentCorp shares in Q2 2023, an estimated $6.24M.
Moody Aldrich Partners first reported a position in McGrath RentCorp in Q1 2020 and held it in 3 quarters.
Moody Aldrich Partners's McGrath RentCorp position peaked at $6.85M in Q4 2022.
198 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2023.

Based on Moody Aldrich Partners's 13F filing for Q2 2023, filed 28 Jul 2023.