Stifel Financial’s McGrath RentCorp MGRC Stock Holding History

Stifel Financial’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
2024 Q1	–	Sell	-1,995	Closed	-$239K	–	3393
2023 Q4	$239K	Sell	1,995 -276	-12%	-$28.7K	﹤0.01%	2975
2023 Q3	$228K	Buy	2,271 +38	+2%	+$3.7K	﹤0.01%	2928
2023 Q2	$207K	Buy	+2,233	New	+$204K	﹤0.01%	3037
2023 Q1	–	Sell	-2,150	Closed	-$212K	–	3391
2022 Q4	$212K	Buy	+2,150	New	+$201K	﹤0.01%	2953
2021 Q2	–	Sell	-2,612	Closed	-$211K	–	3357
2021 Q1	$211K	Buy	+2,612	New	+$200K	﹤0.01%	2991

Other funds holding MGRC

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

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Stifel Financial's MGRC Position: Q1 2024 in Review

Stifel Financial sold out of McGrath RentCorp (MGRC) in Q1 2024, closing a stake of 1,995 shares — an estimated $239K sold.

Stifel Financial first reported a position in MGRC in Q1 2021 and held it in 5 quarters. The position peaked at $239K in Q4 2023. 219 funds tracked by Wall St. Rank hold MGRC as of Q1 2024.

Stifel Financial reported no remaining McGrath RentCorp position as of Q1 2024 after selling out during the quarter.
Stifel Financial sold 1,995 McGrath RentCorp shares in Q1 2024, an estimated $239K.
Stifel Financial first reported a position in McGrath RentCorp in Q1 2021 and held it in 5 quarters.
Stifel Financial's McGrath RentCorp position peaked at $239K in Q4 2023.
219 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.