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Winch Advisory Services’s Generac Holdings GNRC Stock Holding History

Winch 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
2024
Q1 		– Sell
-32
Closed -$4.14K – 449
2023
Q4 		$4.14K Hold
32
– – ﹤0.01% 317
2023
Q3 		$3K Sell
32
-30
-48% -$3.71K ﹤0.01% 333
2023
Q2 		$9K Sell
62
-29
-32% -$3.31K ﹤0.01% 260
2023
Q1 		$10K Hold
91
– – ﹤0.01% 254
2022
Q4 		$9K Sell
91
-2
-2% -$226 ﹤0.01% 244
2022
Q3 		$17K Buy
93
+4
+4% +$917 0.01% 180
2022
Q2 		$19K Buy
89
+11
+14% +$2.71K 0.01% 180
2022
Q1 		$23K Buy
78
+16
+26% +$4.8K 0.01% 192
2021
Q4 		$22K Sell
62
-2
-3% -$830 0.01% 194
2021
Q3 		$26K Hold
64
– – 0.01% 186
2021
Q2 		$27K Hold
64
– – 0.01% 172
2021
Q1 		$21K Hold
64
– – 0.01% 174
2020
Q4 		$15K Hold
64
– – 0.01% 184
2020
Q3 		$12K Buy
64
+11
+21% +$1.81K 0.01% 187
2020
Q2 		$6K Buy
+53
New +$5.58K ﹤0.01% 245
2018
Q2 		– Sell
-124
Closed -$6K – 352
2018
Q1 		$6K Hold
124
– – ﹤0.01% 214
2017
Q4 		$6K Buy
+124
New +$6.16K ﹤0.01% 207

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Winch Advisory Services's GNRC Position: Q1 2024 in Review

Winch Advisory Services sold out of Generac Holdings (GNRC) in Q1 2024, closing a stake of 32 shares — an estimated $4.14K sold.

Winch Advisory Services first reported a position in GNRC in Q4 2017 and held it in 17 quarters. The position peaked at $27K in Q2 2021. 683 funds tracked by Wall St. Rank hold GNRC as of Q1 2024.

  • Winch Advisory Services reported no remaining Generac Holdings position as of Q1 2024 after selling out during the quarter.
  • Winch Advisory Services sold 32 Generac Holdings shares in Q1 2024, an estimated $4.14K.
  • Winch Advisory Services first reported a position in Generac Holdings in Q4 2017 and held it in 17 quarters.
  • Winch Advisory Services's Generac Holdings position peaked at $27K in Q2 2021.
  • 683 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2024.

Based on Winch Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.