Lee Financial’s Generac Holdings GNRC Stock Holding History

Lee 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
2021 Q4	–	Sell	-8	Closed	-$3K	–	924
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	549
2021 Q2	$3K	Buy	+8	New	+$2.68K	﹤0.01%	512

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

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

Lee Financial's GNRC Position: Q4 2021 in Review

Lee Financial sold out of Generac Holdings (GNRC) in Q4 2021, closing a stake of 8 shares — an estimated $3K sold.

Lee Financial first reported a position in GNRC in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 842 funds tracked by Wall St. Rank hold GNRC as of Q4 2021.

Lee Financial reported no remaining Generac Holdings position as of Q4 2021 after selling out during the quarter.
Lee Financial sold 8 Generac Holdings shares in Q4 2021, an estimated $3K.
Lee Financial first reported a position in Generac Holdings in Q2 2021 and held it in 2 quarters.
Lee Financial's Generac Holdings position peaked at $3K in Q3 2021.
842 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2021.

Based on Lee Financial's 13F filing for Q4 2021, filed 8 Feb 2022.