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YHB Investment Advisors’s Generac Holdings GNRC Stock Holding History

YHB Investment 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
2022
Q2 		– Sell
-776
Closed -$231K – 284
2022
Q1 		$231K Hold
776
– – 0.02% 274
2021
Q4 		$273K Hold
776
– – 0.02% 275
2021
Q3 		$317K Buy
776
+113
+17% +$48.4K 0.03% 238
2021
Q2 		$275K Buy
+663
New +$222K 0.02% 258

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YHB Investment Advisors's GNRC Position: Q2 2022 in Review

YHB Investment Advisors sold out of Generac Holdings (GNRC) in Q2 2022, closing a stake of 776 shares — an estimated $231K sold.

YHB Investment Advisors first reported a position in GNRC in Q2 2021 and held it in 4 quarters. The position peaked at $317K in Q3 2021. 786 funds tracked by Wall St. Rank hold GNRC as of Q2 2022.

  • YHB Investment Advisors reported no remaining Generac Holdings position as of Q2 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 776 Generac Holdings shares in Q2 2022, an estimated $231K.
  • YHB Investment Advisors first reported a position in Generac Holdings in Q2 2021 and held it in 4 quarters.
  • YHB Investment Advisors's Generac Holdings position peaked at $317K in Q3 2021.
  • 786 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2022.

Based on YHB Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.