Whitney & Co’s Generac Holdings GNRC Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-315	Closed	-$17K	–	243
2018 Q3	$17K	Buy	+315	New	+$17.3K	﹤0.01%	262

Other funds holding GNRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

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

BAM

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Whitney & Co's GNRC Position: Q4 2018 in Review

Whitney & Co sold out of Generac Holdings (GNRC) in Q4 2018, closing a stake of 315 shares — an estimated $17K sold.

Whitney & Co first reported a position in GNRC in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 289 funds tracked by Wall St. Rank hold GNRC as of Q4 2018.

Whitney & Co reported no remaining Generac Holdings position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 315 Generac Holdings shares in Q4 2018, an estimated $17K.
Whitney & Co first reported a position in Generac Holdings in Q3 2018 and held it in 1 quarter.
Whitney & Co's Generac Holdings position peaked at $17K in Q3 2018.
289 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.