FBFS
GNRC icon

First Business Financial Services’s Generac Holdings GNRC Stock Holding History

First Business Financial Services’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
2023
Q3 		– Sell
-1,572
Closed -$234K – 169
2023
Q2 		$234K Buy
+1,572
New +$179K 0.03% 149
2022
Q4 		– Sell
-1,804
Closed -$321K – 164
2022
Q3 		$321K Hold
1,804
– – 0.05% 125
2022
Q2 		$380K Sell
1,804
-2,671
-60% -$657K 0.05% 112
2022
Q1 		$1.33M Buy
4,475
+838
+23% +$251K 0.15% 59
2021
Q4 		$1.28M Buy
3,637
+293
+9% +$122K 0.14% 65
2021
Q3 		$1.37M Sell
3,344
-6
-0.2% -$2.57K 0.16% 39
2021
Q2 		$1.39M Buy
+3,350
New +$1.12M 0.16% 37

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Business Financial Services's GNRC Position: Q3 2023 in Review

First Business Financial Services sold out of Generac Holdings (GNRC) in Q3 2023, closing a stake of 1,572 shares — an estimated $234K sold.

First Business Financial Services first reported a position in GNRC in Q2 2021 and held it in 7 quarters. The position peaked at $1.39M in Q2 2021. 691 funds tracked by Wall St. Rank hold GNRC as of Q3 2023.

  • First Business Financial Services reported no remaining Generac Holdings position as of Q3 2023 after selling out during the quarter.
  • First Business Financial Services sold 1,572 Generac Holdings shares in Q3 2023, an estimated $234K.
  • First Business Financial Services first reported a position in Generac Holdings in Q2 2021 and held it in 7 quarters.
  • First Business Financial Services's Generac Holdings position peaked at $1.39M in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2023.

Based on First Business Financial Services's 13F filing for Q3 2023, filed 14 Nov 2023.