IRON Financial’s Generac Holdings GNRC Stock Holding History

IRON Financial’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	-746	Closed	-$222K	–	102
2022 Q1	$222K	Sell	746 -4	-0.5%	-$1.2K	0.1%	97
2021 Q4	$264K	Hold	750	–	–	0.12%	92
2021 Q3	$307K	Hold	750	–	–	0.15%	79
2021 Q2	$311K	Hold	750	–	–	0.15%	74
2021 Q1	$246K	Buy	+750	New	+$221K	0.13%	86

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

IRON Financial's GNRC Position: Q2 2022 in Review

IRON Financial sold out of Generac Holdings (GNRC) in Q2 2022, closing a stake of 746 shares — an estimated $222K sold.

IRON Financial first reported a position in GNRC in Q1 2021 and held it in 5 quarters. The position peaked at $311K in Q2 2021. 786 funds tracked by Wall St. Rank hold GNRC as of Q2 2022.

IRON Financial reported no remaining Generac Holdings position as of Q2 2022 after selling out during the quarter.
IRON Financial sold 746 Generac Holdings shares in Q2 2022, an estimated $222K.
IRON Financial first reported a position in Generac Holdings in Q1 2021 and held it in 5 quarters.
IRON Financial's Generac Holdings position peaked at $311K in Q2 2021.
786 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2022.

Based on IRON Financial's 13F filing for Q2 2022, filed 27 Jul 2022.