Adero Partners’s Sunrun RUN Stock Holding History

Adero Partners’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,820	Closed	-$222K	–	163
2022 Q2	$222K	Sell	8,820 -868	-9%	-$20.8K	0.03%	136
2022 Q1	$294K	Buy	9,688 +250	+3%	+$6.97K	0.04%	127
2021 Q4	$324K	Buy	+9,438	New	+$442K	0.05%	132

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Adero Partners's RUN Position: Q3 2022 in Review

Adero Partners sold out of Sunrun (RUN) in Q3 2022, closing a stake of 8,820 shares — an estimated $222K sold.

Adero Partners first reported a position in RUN in Q4 2021 and held it in 3 quarters. The position peaked at $324K in Q4 2021. 453 funds tracked by Wall St. Rank hold RUN as of Q3 2022.

Adero Partners reported no remaining Sunrun position as of Q3 2022 after selling out during the quarter.
Adero Partners sold 8,820 Sunrun shares in Q3 2022, an estimated $222K.
Adero Partners first reported a position in Sunrun in Q4 2021 and held it in 3 quarters.
Adero Partners's Sunrun position peaked at $324K in Q4 2021.
453 funds tracked by Wall St. Rank held Sunrun as of Q3 2022.

Based on Adero Partners's 13F filing for Q3 2022, filed 25 Oct 2022.