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SYSTM Wealth Solutions’s McGrath RentCorp MGRC Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-659
Closed -$81.3K – 840
2024
Q1 		$81.3K Buy
659
+14
+2% +$1.69K 0.01% 504
2023
Q4 		$77.2K Buy
+645
New +$67.1K 0.01% 497

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

SYSTM Wealth Solutions's MGRC Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of McGrath RentCorp (MGRC) in Q2 2024, closing a stake of 659 shares — an estimated $81.3K sold.

SYSTM Wealth Solutions first reported a position in MGRC in Q4 2023 and held it in 2 quarters. The position peaked at $81.3K in Q1 2024. 207 funds tracked by Wall St. Rank hold MGRC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining McGrath RentCorp position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 659 McGrath RentCorp shares in Q2 2024, an estimated $81.3K.
  • SYSTM Wealth Solutions first reported a position in McGrath RentCorp in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's McGrath RentCorp position peaked at $81.3K in Q1 2024.
  • 207 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.