Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s McGrath RentCorp MGRC Stock Holding History

Sumitomo Mitsui Trust 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
2022
Q4 		– Sell
-2,518
Closed -$211K – 1212
2022
Q3 		$211K Sell
2,518
-800
-24% -$66.4K ﹤0.01% 1187
2022
Q2 		$252K Buy
+3,318
New +$270K ﹤0.01% 1187

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MGRC Position: Q4 2022 in Review

Sumitomo Mitsui Trust Group sold out of McGrath RentCorp (MGRC) in Q4 2022, closing a stake of 2,518 shares — an estimated $211K sold.

Sumitomo Mitsui Trust Group first reported a position in MGRC in Q2 2022 and held it in 2 quarters. The position peaked at $252K in Q2 2022. 208 funds tracked by Wall St. Rank hold MGRC as of Q4 2022.

  • Sumitomo Mitsui Trust Group reported no remaining McGrath RentCorp position as of Q4 2022 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 2,518 McGrath RentCorp shares in Q4 2022, an estimated $211K.
  • Sumitomo Mitsui Trust Group first reported a position in McGrath RentCorp in Q2 2022 and held it in 2 quarters.
  • Sumitomo Mitsui Trust Group's McGrath RentCorp position peaked at $252K in Q2 2022.
  • 208 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2022, filed 30 Jan 2023.