Bailard’s Sunrun RUN Stock Holding History

Bailard’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	-21,730	Closed	-$392K	–	813
2024 Q3	$392K	Sell	21,730 -2,473	-10%	-$43.9K	0.01%	510
2024 Q2	$287K	Sell	24,203 -6,174	-20%	-$75.6K	0.01%	566
2024 Q1	$400K	Buy	+30,377	New	+$418K	0.01%	510

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

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bailard's RUN Position: Q4 2024 in Review

Bailard sold out of Sunrun (RUN) in Q4 2024, closing a stake of 21,730 shares — an estimated $392K sold.

Bailard first reported a position in RUN in Q1 2024 and held it in 3 quarters. The position peaked at $400K in Q1 2024. 397 funds tracked by Wall St. Rank hold RUN as of Q4 2024.

Bailard reported no remaining Sunrun position as of Q4 2024 after selling out during the quarter.
Bailard sold 21,730 Sunrun shares in Q4 2024, an estimated $392K.
Bailard first reported a position in Sunrun in Q1 2024 and held it in 3 quarters.
Bailard's Sunrun position peaked at $400K in Q1 2024.
397 funds tracked by Wall St. Rank held Sunrun as of Q4 2024.

Based on Bailard's 13F filing for Q4 2024, filed 5 Feb 2025.