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JOYN Advisors’s Generac Holdings GNRC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-354
Closed -$18K – 615
2018
Q4 		$18K Sell
354
-771
-69% -$41.4K ﹤0.01% 709
2018
Q3 		$63K Sell
1,125
-100
-8% -$5.48K 0.01% 336
2018
Q2 		$63K Sell
1,225
-998
-45% -$48.4K 0.01% 333
2018
Q1 		$102K Buy
+2,223
New +$106K 0.02% 263

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

JOYN Advisors's GNRC Position: Q1 2019 in Review

JOYN Advisors sold out of Generac Holdings (GNRC) in Q1 2019, closing a stake of 354 shares — an estimated $18K sold.

JOYN Advisors first reported a position in GNRC in Q1 2018 and held it in 4 quarters. The position peaked at $102K in Q1 2018. 286 funds tracked by Wall St. Rank hold GNRC as of Q1 2019.

  • JOYN Advisors reported no remaining Generac Holdings position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 354 Generac Holdings shares in Q1 2019, an estimated $18K.
  • JOYN Advisors first reported a position in Generac Holdings in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Generac Holdings position peaked at $102K in Q1 2018.
  • 286 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.