ECM
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Exchange Capital Management’s Generac Holdings GNRC Stock Holding History

Exchange 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
2014
Q3 		– Sell
-230
Closed -$11K – 233
2014
Q2 		$11K Hold
230
– – ﹤0.01% 161
2014
Q1 		$14K Hold
230
– – 0.01% 162
2013
Q4 		$13K Hold
230
– – 0.01% 136
2013
Q3 		$10K Hold
230
– – 0.01% 137
2013
Q2 		$9K Buy
+230
New +$8.35K 0.01% 134

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CWAM
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Vanguard Group
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Fidelity Investments
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return