Advisory Research’s Generac Holdings GNRC Stock Holding History

Advisory Research’s Portfolio GNRC Stock Details GNRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,076	Closed	-$437K	–	370
2022 Q2	$437K	Buy	2,076 +788	+61%	+$194K	0.04%	244
2022 Q1	$383K	Buy	+1,288	New	+$386K	0.03%	279
2021 Q4	–	Sell	-619	Closed	-$253K	–	364
2021 Q3	$253K	Sell	619 -2	-0.3%	-$857	0.02%	306
2021 Q2	$258K	Sell	621 -21	-3%	-$7.04K	0.02%	314
2021 Q1	$210K	Buy	+642	New	+$189K	0.01%	325
2020 Q3	–	Sell	-11,136	Closed	-$1.36M	–	326
2020 Q2	$1.36M	Sell	11,136 -2,599	-19%	-$274K	0.12%	141
2020 Q1	$1.28M	Sell	13,735 -4,479	-25%	-$461K	0.09%	116
2019 Q4	$1.83M	Buy	18,214 +5,931	+48%	+$552K	0.08%	127
2019 Q3	$962K	Buy	+12,283	New	+$920K	0.05%	193

Other funds holding GNRC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Research's GNRC Position: Q3 2022 in Review

Advisory Research sold out of Generac Holdings (GNRC) in Q3 2022, closing a stake of 2,076 shares — an estimated $437K sold.

Advisory Research first reported a position in GNRC in Q3 2019 and held it in 9 quarters. The position peaked at $1.83M in Q4 2019. 777 funds tracked by Wall St. Rank hold GNRC as of Q3 2022.

Advisory Research reported no remaining Generac Holdings position as of Q3 2022 after selling out during the quarter.
Advisory Research sold 2,076 Generac Holdings shares in Q3 2022, an estimated $437K.
Advisory Research first reported a position in Generac Holdings in Q3 2019 and held it in 9 quarters.
Advisory Research's Generac Holdings position peaked at $1.83M in Q4 2019.
777 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2022.

Based on Advisory Research's 13F filing for Q3 2022, filed 15 Nov 2022.