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KCM Investment Advisors’s Generac Holdings GNRC Stock Holding History

KCM Investment 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
2024
Q2 		– Sell
-3,260
Closed -$411K – 373
2024
Q1 		$411K Sell
3,260
-1,225
-27% -$144K 0.02% 275
2023
Q4 		$580K Buy
4,485
+200
+5% +$21.9K 0.02% 242
2023
Q3 		$467K Buy
4,285
+185
+5% +$22.9K 0.02% 256
2023
Q2 		$611K Buy
4,100
+275
+7% +$31.3K 0.02% 238
2023
Q1 		$413K Buy
3,825
+950
+33% +$110K 0.02% 290
2022
Q4 		$289K Buy
+2,875
New +$325K 0.01% 334
2021
Q4 		– Sell
-609
Closed -$249K – 423
2021
Q3 		$249K Buy
609
+109
+22% +$46.7K 0.01% 349
2021
Q2 		$208K Buy
+500
New +$168K 0.01% 372

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

KCM Investment Advisors's GNRC Position: Q2 2024 in Review

KCM Investment Advisors sold out of Generac Holdings (GNRC) in Q2 2024, closing a stake of 3,260 shares — an estimated $411K sold.

KCM Investment Advisors first reported a position in GNRC in Q2 2021 and held it in 8 quarters. The position peaked at $611K in Q2 2023. 686 funds tracked by Wall St. Rank hold GNRC as of Q2 2024.

  • KCM Investment Advisors reported no remaining Generac Holdings position as of Q2 2024 after selling out during the quarter.
  • KCM Investment Advisors sold 3,260 Generac Holdings shares in Q2 2024, an estimated $411K.
  • KCM Investment Advisors first reported a position in Generac Holdings in Q2 2021 and held it in 8 quarters.
  • KCM Investment Advisors's Generac Holdings position peaked at $611K in Q2 2023.
  • 686 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2024.

Based on KCM Investment Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.