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Steward Financial Group’s McGrath RentCorp MGRC Stock Holding History

Steward 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
2023
Q3 		$1K Buy
+15
New +$1.46K ﹤0.01% 1203
2022
Q3 		– Sell
-7
Closed – – 821
2022
Q2 		$0 Buy
+7
New +$570 ﹤0.01% 1207

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Steward Financial Group's MGRC Position: Q3 2023 in Review

Steward Financial Group opened a new position in McGrath RentCorp (MGRC) in Q3 2023: 15 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1203 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MGRC as recently as Q2 2022.

Steward Financial Group first reported a position in MGRC in Q2 2022 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold MGRC as of Q3 2023.

  • Steward Financial Group held 15 shares of McGrath RentCorp worth $1K as of Q3 2023.
  • McGrath RentCorp was a new Steward Financial Group position in Q3 2023.
  • McGrath RentCorp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1203 holding.
  • Steward Financial Group first reported a position in McGrath RentCorp in Q2 2022 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.