SAS
GNRC icon

Sanford Advisory Services’s Generac Holdings GNRC Stock Holding History

Sanford Advisory Services’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
-1,670
Closed -$297K – 121
2022
Q3 		$297K Buy
1,670
+147
+10% +$33.7K 0.08% 92
2022
Q2 		$320K Buy
1,523
+100
+7% +$24.6K 0.09% 88
2022
Q1 		$423K Buy
1,423
+508
+56% +$152K 0.12% 70
2021
Q4 		$322K Sell
915
-35
-4% -$14.5K 0.07% 88
2021
Q3 		$388K Buy
950
+42
+5% +$18K 0.1% 76
2021
Q2 		$377K Buy
908
+76
+9% +$25.5K 0.1% 76
2021
Q1 		$272K Buy
+832
New +$245K 0.08% 88

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanford Advisory Services's GNRC Position: Q4 2022 in Review

Sanford Advisory Services sold out of Generac Holdings (GNRC) in Q4 2022, closing a stake of 1,670 shares — an estimated $297K sold.

Sanford Advisory Services first reported a position in GNRC in Q1 2021 and held it in 7 quarters. The position peaked at $423K in Q1 2022. 659 funds tracked by Wall St. Rank hold GNRC as of Q4 2022.

  • Sanford Advisory Services reported no remaining Generac Holdings position as of Q4 2022 after selling out during the quarter.
  • Sanford Advisory Services sold 1,670 Generac Holdings shares in Q4 2022, an estimated $297K.
  • Sanford Advisory Services first reported a position in Generac Holdings in Q1 2021 and held it in 7 quarters.
  • Sanford Advisory Services's Generac Holdings position peaked at $423K in Q1 2022.
  • 659 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.