ACM
RUN icon

Arosa Capital Management’s Sunrun RUN Stock Holding History

Arosa Capital Management’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
2024
Q4 		– Sell
-253,800
Closed -$4.58M – 54
2024
Q3 		$4.58M Sell
253,800
-163,000
-39% -$2.9M 1.78% 19
2024
Q2 		$4.94M Buy
416,800
+8,800
+2% +$108K 2.79% 15
2024
Q1 		$5.38M Buy
+408,000
New +$5.61M 3.17% 12
2023
Q4 		– Sell
-397,800
Closed -$5.05M – 49
2023
Q3 		$5M Buy
+397,800
New +$6.54M 1.55% 24
2022
Q4 		– Sell
-470,000
Closed -$13M – 67
2022
Q3 		$13M Buy
+470,000
New +$14.6M 2.77% 6
2022
Q1 		– Sell
-175,000
Closed -$4.88M – 83
2021
Q4 		$6M Buy
175,000
+105,000
+150% +$4.91M 1.48% 21
2021
Q3 		$3.08M Sell
70,000
-16,440
-19% -$785K 0.57% 46
2021
Q2 		$4.82M Sell
86,440
-28,560
-25% -$1.38M 0.97% 24
2021
Q1 		$6.96M Buy
115,000
+40,000
+53% +$2.78M 1.29% 29
2020
Q4 		$5.2M Buy
+75,000
New +$4.66M 0.71% 43
2020
Q3 		– Sell
-691,041
Closed -$13.6M – 81
2020
Q2 		$13.6M Sell
691,041
-1,387,177
-67% -$21.2M 2.6% 12
2020
Q1 		$21M Buy
2,078,218
+1,465,718
+239% +$24.1M 2.54% 4
2019
Q4 		$8.46M Sell
612,500
-864,700
-59% -$12.9M 1.75% 23
2019
Q3 		$24.7M Buy
1,477,200
+977,200
+195% +$17.1M 4.4% 3
2019
Q2 		$9.38M Buy
500,000
+300,000
+150% +$4.88M 1.48% 28
2019
Q1 		$2.81M Sell
200,000
-232,700
-54% -$3.2M 0.51% 40
2018
Q4 		$4.71M Sell
432,700
-117,080
-21% -$1.48M 1.06% 27
2018
Q3 		$6.84M Buy
549,780
+251,913
+85% +$3.49M 1.17% 34
2018
Q2 		$3.92M Sell
297,867
-702,133
-70% -$7.63M 0.51% 50
2018
Q1 		$8.93M Sell
1,000,000
-138,958
-12% -$938K 1.24% 26
2017
Q4 		$6.72M Buy
1,138,958
+138,958
+14% +$799K 1.03% 34
2017
Q3 		$5.55M Buy
+1,000,000
New +$6.82M 0.78% 38

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Arosa Capital Management's RUN Position: Q4 2024 in Review

Arosa Capital Management sold out of Sunrun (RUN) in Q4 2024, closing a stake of 253,800 shares — an estimated $4.58M sold.

Arosa Capital Management first reported a position in RUN in Q3 2017 and held it in 22 quarters. The position peaked at $24.7M in Q3 2019. 397 funds tracked by Wall St. Rank hold RUN as of Q4 2024.

  • Arosa Capital Management reported no remaining Sunrun position as of Q4 2024 after selling out during the quarter.
  • Arosa Capital Management sold 253,800 Sunrun shares in Q4 2024, an estimated $4.58M.
  • Arosa Capital Management first reported a position in Sunrun in Q3 2017 and held it in 22 quarters.
  • Arosa Capital Management's Sunrun position peaked at $24.7M in Q3 2019.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q4 2024.

Based on Arosa Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.