Legacy Wealth Asset Management’s Generac Holdings GNRC Stock Holding History

Legacy Wealth Asset 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 Q4	–	Sell	-1,312	Closed	-$234K	–	340
2022 Q3	$234K	Sell	1,312 -9	-0.7%	-$2.06K	0.1%	290
2022 Q2	$278K	Buy	1,321 +15	+1%	+$3.69K	0.11%	241
2022 Q1	$388K	Buy	1,306 +18	+1%	+$5.4K	0.14%	219
2021 Q4	$453K	Sell	1,288 -45	-3%	-$18.7K	0.15%	212
2021 Q3	$545K	Buy	1,333 +36	+3%	+$15.4K	0.25%	158
2021 Q2	$538K	Sell	1,297 -433	-25%	-$145K	0.24%	159
2021 Q1	$566K	Buy	1,730 +83	+5%	+$24.5K	0.26%	154
2020 Q4	$375K	Buy	+1,647	New	+$354K	0.19%	203

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIP

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Asset Management's GNRC Position: Q4 2022 in Review

Legacy Wealth Asset Management sold out of Generac Holdings (GNRC) in Q4 2022, closing a stake of 1,312 shares — an estimated $234K sold.

Legacy Wealth Asset Management first reported a position in GNRC in Q4 2020 and held it in 8 quarters. The position peaked at $566K in Q1 2021. 659 funds tracked by Wall St. Rank hold GNRC as of Q4 2022.

Legacy Wealth Asset Management reported no remaining Generac Holdings position as of Q4 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 1,312 Generac Holdings shares in Q4 2022, an estimated $234K.
Legacy Wealth Asset Management first reported a position in Generac Holdings in Q4 2020 and held it in 8 quarters.
Legacy Wealth Asset Management's Generac Holdings position peaked at $566K in Q1 2021.
659 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.