Linscomb Wealth’s Generac Holdings GNRC Stock Holding History

Linscomb Wealth’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
2020 Q2	–	Sell	-5,660	Closed	-$527K	–	327
2020 Q1	$527K	Sell	5,660 -1,615	-22%	-$166K	0.05%	241
2019 Q4	$732K	Buy	+7,275	New	+$677K	0.05%	273

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

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Linscomb Wealth's GNRC Position: Q2 2020 in Review

Linscomb Wealth sold out of Generac Holdings (GNRC) in Q2 2020, closing a stake of 5,660 shares — an estimated $527K sold.

Linscomb Wealth first reported a position in GNRC in Q4 2019 and held it in 2 quarters. The position peaked at $732K in Q4 2019. 420 funds tracked by Wall St. Rank hold GNRC as of Q2 2020.

Linscomb Wealth reported no remaining Generac Holdings position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 5,660 Generac Holdings shares in Q2 2020, an estimated $527K.
Linscomb Wealth first reported a position in Generac Holdings in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's Generac Holdings position peaked at $732K in Q4 2019.
420 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.