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McClarren Financial Advisors’s Generac Holdings GNRC Stock Holding History

McClarren Financial Advisors’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
2023
Q3 		– Sell
-90
Closed -$13K – 357
2023
Q2 		$13K Hold
90
– – 0.01% 244
2023
Q1 		$9K Hold
90
– – 0.01% 246
2022
Q4 		$9K Hold
90
– – 0.01% 251
2022
Q3 		$16K Buy
+90
New +$20.6K 0.02% 209

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McClarren Financial Advisors's GNRC Position: Q3 2023 in Review

McClarren Financial Advisors sold out of Generac Holdings (GNRC) in Q3 2023, closing a stake of 90 shares — an estimated $13K sold.

McClarren Financial Advisors first reported a position in GNRC in Q3 2022 and held it in 4 quarters. The position peaked at $16K in Q3 2022. 691 funds tracked by Wall St. Rank hold GNRC as of Q3 2023.

  • McClarren Financial Advisors reported no remaining Generac Holdings position as of Q3 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 90 Generac Holdings shares in Q3 2023, an estimated $13K.
  • McClarren Financial Advisors first reported a position in Generac Holdings in Q3 2022 and held it in 4 quarters.
  • McClarren Financial Advisors's Generac Holdings position peaked at $16K in Q3 2022.
  • 691 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.