Echo Street Capital Management’s Generac Holdings GNRC Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-1,694	Closed	-$302K	–	562
2022 Q3	$302K	Sell	1,694 -962	-36%	-$221K	﹤0.01%	399
2022 Q2	$559K	Buy	2,656 +1,178	+80%	+$290K	0.01%	290
2022 Q1	$439K	Buy	1,478 +180	+14%	+$54K	﹤0.01%	433
2021 Q4	$457K	Buy	+1,298	New	+$538K	﹤0.01%	430
2021 Q2	–	Sell	-3,144	Closed	-$1.03M	–	644
2021 Q1	$1.03M	Buy	+3,144	New	+$927K	0.01%	173

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIP

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Echo Street Capital Management's GNRC Position: Q4 2022 in Review

Echo Street Capital Management sold out of Generac Holdings (GNRC) in Q4 2022, closing a stake of 1,694 shares — an estimated $302K sold.

Echo Street Capital Management first reported a position in GNRC in Q1 2021 and held it in 5 quarters. The position peaked at $1.03M in Q1 2021. 659 funds tracked by Wall St. Rank hold GNRC as of Q4 2022.

Echo Street Capital Management reported no remaining Generac Holdings position as of Q4 2022 after selling out during the quarter.
Echo Street Capital Management sold 1,694 Generac Holdings shares in Q4 2022, an estimated $302K.
Echo Street Capital Management first reported a position in Generac Holdings in Q1 2021 and held it in 5 quarters.
Echo Street Capital Management's Generac Holdings position peaked at $1.03M in Q1 2021.
659 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2022.

Based on Echo Street Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.