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Marshall Financial Group (Maryland)’s Generac Holdings GNRC Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		– Sell
-1,755
Closed -$522K – 198
2022
Q1 		$522K Buy
1,755
+9
+0.5% +$2.7K 0.21% 143
2021
Q4 		$614K Buy
+1,746
New +$724K 0.23% 142

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Financial Group (Maryland)'s GNRC Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Generac Holdings (GNRC) in Q2 2022, closing a stake of 1,755 shares — an estimated $522K sold.

Marshall Financial Group (Maryland) first reported a position in GNRC in Q4 2021 and held it in 2 quarters. The position peaked at $614K in Q4 2021. 786 funds tracked by Wall St. Rank hold GNRC as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining Generac Holdings position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,755 Generac Holdings shares in Q2 2022, an estimated $522K.
  • Marshall Financial Group (Maryland) first reported a position in Generac Holdings in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Generac Holdings position peaked at $614K in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.