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Sowell Financial Services’s McGrath RentCorp MGRC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-274
Closed -$22K – 1853
2021
Q1 		$22K Buy
274
+3
+1% +$230 ﹤0.01% 2024
2020
Q4 		$18K Buy
271
+2
+0.7% +$127 ﹤0.01% 1781
2020
Q3 		$16K Buy
269
+2
+0.7% +$121 ﹤0.01% 1655
2020
Q2 		$14K Buy
267
+167
+167% +$8.96K ﹤0.01% 1577
2020
Q1 		$5K Buy
+100
New +$7.03K ﹤0.01% 1822

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sowell Financial Services's MGRC Position: Q2 2021 in Review

Sowell Financial Services sold out of McGrath RentCorp (MGRC) in Q2 2021, closing a stake of 274 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in MGRC in Q1 2020 and held it in 5 quarters. The position peaked at $22K in Q1 2021. 179 funds tracked by Wall St. Rank hold MGRC as of Q2 2021.

  • Sowell Financial Services reported no remaining McGrath RentCorp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 274 McGrath RentCorp shares in Q2 2021, an estimated $22K.
  • Sowell Financial Services first reported a position in McGrath RentCorp in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's McGrath RentCorp position peaked at $22K in Q1 2021.
  • 179 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.