Next Financial Group’s McGrath RentCorp MGRC Stock Holding History

Next Financial Group’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
2021 Q4	$9K	Hold	113	–	–	﹤0.01%	2226
2021 Q3	$8K	Hold	113	–	–	﹤0.01%	2097
2021 Q2	$9K	Hold	113	–	–	﹤0.01%	2028
2021 Q1	$9K	Hold	113	–	–	﹤0.01%	1918
2020 Q4	$8K	Hold	113	–	–	﹤0.01%	1853
2020 Q3	$7K	Buy	+113	New	+$6.81K	﹤0.01%	1738
2020 Q2	–	Sell	-113	Closed	-$6K	–	1365
2020 Q1	$6K	Hold	113	–	–	﹤0.01%	1666
2019 Q4	$9K	Hold	113	–	–	﹤0.01%	1815
2019 Q3	$8K	Hold	113	–	–	﹤0.01%	1774
2019 Q2	$7K	Buy	+113	New	+$6.75K	﹤0.01%	1792
2019 Q1	–	Sell	-113	Closed	-$6K	–	1924
2018 Q4	$6K	Buy	+113	New	+$5.81K	﹤0.01%	1502

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Next Financial Group's MGRC Position: Q4 2021 in Review

Next Financial Group held its McGrath RentCorp (MGRC) position steady in Q4 2021 at 113 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Next Financial Group first reported a position in MGRC in Q4 2018 and has held it in 11 quarters since. 169 funds tracked by Wall St. Rank hold MGRC as of Q4 2021.

Next Financial Group held 113 shares of McGrath RentCorp worth $9K as of Q4 2021.
Next Financial Group left its McGrath RentCorp share count unchanged in Q4 2021.
McGrath RentCorp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2226 holding.
Next Financial Group first reported a position in McGrath RentCorp in Q4 2018 and has held it in 11 quarters since.
169 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.