Financial Gravity Asset Management’s Generac Holdings GNRC Stock Holding History

Financial Gravity Asset 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
2020 Q2	–	Sell	-4	Closed	-$409	–	363
2020 Q1	$409	Sell	4 -14	-78%	-$1.44K	﹤0.01%	585
2019 Q4	$101K	Sell	18 -2	-10%	-$186	0.07%	315
2019 Q3	$2K	Sell	20 -8	-29%	-$599	﹤0.01%	893
2019 Q2	$2K	Sell	28 -40	-59%	-$2.34K	﹤0.01%	903
2019 Q1	$4K	Buy	+68	New	+$3.55K	﹤0.01%	756
2018 Q3	$246K	Sell	4,998 -355	-7%	-$19.5K	0.26%	85
2018 Q2	$293K	Buy	5,353 +669	+14%	+$32.5K	0.27%	63
2018 Q1	$212K	Buy	+4,684	New	+$223K	0.22%	83

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

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

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

Financial Gravity Asset Management's GNRC Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Generac Holdings (GNRC) in Q2 2020, closing a stake of 4 shares — an estimated $409 sold.

Financial Gravity Asset Management first reported a position in GNRC in Q1 2018 and held it in 8 quarters. The position peaked at $293K in Q2 2018. 420 funds tracked by Wall St. Rank hold GNRC as of Q2 2020.

Financial Gravity Asset Management reported no remaining Generac Holdings position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 4 Generac Holdings shares in Q2 2020, an estimated $409.
Financial Gravity Asset Management first reported a position in Generac Holdings in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Generac Holdings position peaked at $293K in Q2 2018.
420 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.