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
2026 Q2	$5.35M	Buy	+400,000	New	+$5.4M	0.95%	28

Other funds holding RUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 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. 398 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.
398 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.