Kings Point Capital Management’s Generac Holdings GNRC Stock Holding History

Kings Point Capital 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
2022 Q1	$16.2M	Buy	54,641 +3,226	+6%	+$968K	1.41%	21
2021 Q4	$18.1M	Buy	51,415 +2,162	+4%	+$897K	1.48%	19
2021 Q3	$20.1M	Buy	49,253 +1,106	+2%	+$474K	1.79%	10
2021 Q2	$20M	Buy	48,147 +50	+0.1%	+$16.8K	1.82%	11
2021 Q1	$15.7M	Buy	48,097 +2,026	+4%	+$597K	1.55%	14
2020 Q4	$10.5M	Buy	46,071 +992	+2%	+$213K	1.12%	29
2020 Q3	$8.73M	Buy	45,079 +2,329	+5%	+$383K	1.09%	37
2020 Q2	$5.21M	Buy	42,750 +1,240	+3%	+$131K	0.76%	50
2020 Q1	$3.87M	Buy	+41,510	New	+$4.28M	0.68%	52
2014 Q2	–	Sell	-180	Closed	-$11K	–	328
2014 Q1	$11K	Buy	+180	New	+$9.84K	﹤0.01%	263

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Kings Point Capital Management's GNRC Position: Q1 2022 in Review

Kings Point Capital Management increased its Generac Holdings (GNRC) stake by 6.3% in Q1 2022, buying an estimated $968K and bringing the position to 54,641 shares worth $16.2M. The position accounts for 1.41% of the portfolio, ranked #21.

Kings Point Capital Management first reported a position in GNRC in Q1 2014 and has held it in 10 quarters since. The position peaked at $20.1M in Q3 2021. 799 funds tracked by Wall St. Rank hold GNRC as of Q1 2022.

Kings Point Capital Management held 54,641 shares of Generac Holdings worth $16.2M as of Q1 2022.
Kings Point Capital Management bought 3,226 Generac Holdings shares in Q1 2022, an estimated $968K.
Generac Holdings made up 1.41% of Kings Point Capital Management's portfolio in Q1 2022, its #21 holding.
Kings Point Capital Management first reported a position in Generac Holdings in Q1 2014 and has held it in 10 quarters since.
Kings Point Capital Management's Generac Holdings position peaked at $20.1M in Q3 2021.
799 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.