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USA Financial Formulas’s McGrath RentCorp MGRC Stock Holding History

USA Financial Formulas’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
-875
Closed -$108K – 357
2024
Q1 		$108K Buy
+875
New +$106K 0.02% 202
2023
Q4 		– Sell
-1,319
Closed -$132K – 463
2023
Q3 		$132K Hold
1,319
– – 0.2% 119
2023
Q2 		$122K Sell
1,319
-76
-5% -$6.95K 0.19% 100
2023
Q1 		$130K Buy
+1,395
New +$138K 0.21% 69
2020
Q2 		– Sell
-711
Closed -$37K – 291
2020
Q1 		$37K Buy
+711
New +$50K 0.02% 138

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

USA Financial Formulas's MGRC Position: Q2 2024 in Review

USA Financial Formulas sold out of McGrath RentCorp (MGRC) in Q2 2024, closing a stake of 875 shares — an estimated $108K sold.

USA Financial Formulas first reported a position in MGRC in Q1 2020 and held it in 5 quarters. The position peaked at $132K in Q3 2023. 207 funds tracked by Wall St. Rank hold MGRC as of Q2 2024.

  • USA Financial Formulas reported no remaining McGrath RentCorp position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 875 McGrath RentCorp shares in Q2 2024, an estimated $108K.
  • USA Financial Formulas first reported a position in McGrath RentCorp in Q1 2020 and held it in 5 quarters.
  • USA Financial Formulas's McGrath RentCorp position peaked at $132K in Q3 2023.
  • 207 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.