Vaughan Nelson Investment Management’s McGrath RentCorp MGRC Stock Holding History

Vaughan Nelson Investment Management’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 Q4	–	Sell	-11,010	Closed	-$1.16M	–	220
2024 Q3	$1.16M	Sell	11,010 -475,180	-98%	-$50.4M	0.01%	169
2024 Q2	$51.8M	Buy	486,190 +100,210	+26%	+$11M	0.48%	62
2024 Q1	$47.6M	Buy	385,980 +174,240	+82%	+$21.1M	0.42%	78
2023 Q4	$25.3M	Buy	+211,740	New	+$22M	0.25%	115
2014 Q1	–	Sell	-409,198	Closed	-$16.3M	–	179
2013 Q4	$16.3M	Sell	409,198 -416,450	-50%	-$15.4M	0.25%	110
2013 Q3	$29.5M	Buy	825,648 +28,248	+4%	+$983K	0.5%	80
2013 Q2	$27.2M	Buy	+797,400	New	+$25.3M	0.52%	79

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

RRAM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vaughan Nelson Investment Management's MGRC Position: Q4 2024 in Review

Vaughan Nelson Investment Management sold out of McGrath RentCorp (MGRC) in Q4 2024, closing a stake of 11,010 shares — an estimated $1.16M sold.

Vaughan Nelson Investment Management first reported a position in MGRC in Q2 2013 and held it in 7 quarters. The position peaked at $51.8M in Q2 2024. 235 funds tracked by Wall St. Rank hold MGRC as of Q4 2024.

Vaughan Nelson Investment Management reported no remaining McGrath RentCorp position as of Q4 2024 after selling out during the quarter.
Vaughan Nelson Investment Management sold 11,010 McGrath RentCorp shares in Q4 2024, an estimated $1.16M.
Vaughan Nelson Investment Management first reported a position in McGrath RentCorp in Q2 2013 and held it in 7 quarters.
Vaughan Nelson Investment Management's McGrath RentCorp position peaked at $51.8M in Q2 2024.
235 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2024.

Based on Vaughan Nelson Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.