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Turtle Creek Wealth Advisors’s McGrath RentCorp MGRC Stock Holding History

Turtle Creek Wealth Advisors’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
-20
Closed -$2.39K – 564
2023
Q4 		$2.39K Buy
+20
New +$2.08K ﹤0.01% 756

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Victory Capital Management
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

Turtle Creek Wealth Advisors's MGRC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of McGrath RentCorp (MGRC) in Q1 2024, closing a stake of 20 shares — an estimated $2.39K sold.

Turtle Creek Wealth Advisors first reported a position in MGRC in Q4 2023 and held it in 1 quarter. The position peaked at $2.39K in Q4 2023. 219 funds tracked by Wall St. Rank hold MGRC as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining McGrath RentCorp position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 20 McGrath RentCorp shares in Q1 2024, an estimated $2.39K.
  • Turtle Creek Wealth Advisors first reported a position in McGrath RentCorp in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's McGrath RentCorp position peaked at $2.39K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.