Edmonds Duncan Registered Investment Advisors’s Generac Holdings GNRC Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 Q2	–	Sell	-914	Closed	-$272K	–	134
2022 Q1	$272K	Sell	914 -129	-12%	-$38.7K	0.08%	112
2021 Q4	$304K	Buy	1,043 +51	+5%	+$21.2K	0.08%	100
2021 Q3	$405K	Buy	992 +42	+4%	+$18K	0.12%	90
2021 Q2	$394K	Buy	950 +109	+13%	+$36.6K	0.12%	95
2021 Q1	$275K	Buy	841 +21	+3%	+$6.19K	0.09%	103
2020 Q4	$288K	Buy	+820	New	+$176K	0.1%	105

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Edmonds Duncan Registered Investment Advisors's GNRC Position: Q2 2022 in Review

Edmonds Duncan Registered Investment Advisors sold out of Generac Holdings (GNRC) in Q2 2022, closing a stake of 914 shares — an estimated $272K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in GNRC in Q4 2020 and held it in 6 quarters. The position peaked at $405K in Q3 2021. 786 funds tracked by Wall St. Rank hold GNRC as of Q2 2022.

Edmonds Duncan Registered Investment Advisors reported no remaining Generac Holdings position as of Q2 2022 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 914 Generac Holdings shares in Q2 2022, an estimated $272K.
Edmonds Duncan Registered Investment Advisors first reported a position in Generac Holdings in Q4 2020 and held it in 6 quarters.
Edmonds Duncan Registered Investment Advisors's Generac Holdings position peaked at $405K in Q3 2021.
786 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2022.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.