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Squar Milner Financial Services’s Generac Holdings GNRC Stock Holding History

Squar Milner Financial 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
2020
Q2 		– Sell
-1,080
Closed -$100K – 401
2020
Q1 		$100K Buy
1,080
+155
+17% +$16K 0.06% 262
2019
Q4 		$93K Sell
925
-592
-39% -$55.1K 0.05% 340
2019
Q3 		$294K Buy
1,517
+1,432
+1,685% +$107K 0.15% 160
2019
Q2 		$6K Sell
85
-85
-50% -$4.97K ﹤0.01% 570
2019
Q1 		$8K Hold
170
– – 0.01% 561
2018
Q4 		$8K Buy
+170
New +$9.12K 0.01% 502

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Squar Milner Financial Services's GNRC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Generac Holdings (GNRC) in Q2 2020, closing a stake of 1,080 shares — an estimated $100K sold.

Squar Milner Financial Services first reported a position in GNRC in Q4 2018 and held it in 6 quarters. The position peaked at $294K in Q3 2019. 420 funds tracked by Wall St. Rank hold GNRC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Generac Holdings position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,080 Generac Holdings shares in Q2 2020, an estimated $100K.
  • Squar Milner Financial Services first reported a position in Generac Holdings in Q4 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Generac Holdings position peaked at $294K in Q3 2019.
  • 420 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.