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Berman Capital Advisors’s Sunrun RUN Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$13K Buy
313
+87
+38% +$4.15K ﹤0.01% 1106
2021
Q2 		$12K Sell
226
-69
-23% -$3.33K ﹤0.01% 1086
2021
Q1 		$17K Buy
295
+235
+392% +$16.3K ﹤0.01% 844
2020
Q4 		$4K Hold
60
– – ﹤0.01% 1238
2020
Q3 		$4K Hold
60
– – ﹤0.01% 1134
2020
Q2 		$1K Buy
60
+25
+71% +$383 ﹤0.01% 1494
2020
Q1 		$0 Buy
+35
New +$574 ﹤0.01% 1635

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Berman Capital Advisors's RUN Position: Q3 2021 in Review

Berman Capital Advisors increased its Sunrun (RUN) stake by 38% in Q3 2021, buying an estimated $4.15K and bringing the position to 313 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Berman Capital Advisors first reported a position in RUN in Q1 2020 and has held it in 7 quarters since. The position peaked at $17K in Q1 2021. 476 funds tracked by Wall St. Rank hold RUN as of Q3 2021.

  • Berman Capital Advisors held 313 shares of Sunrun worth $13K as of Q3 2021.
  • Berman Capital Advisors bought 87 Sunrun shares in Q3 2021, an estimated $4.15K.
  • Sunrun made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1106 holding.
  • Berman Capital Advisors first reported a position in Sunrun in Q1 2020 and has held it in 7 quarters since.
  • Berman Capital Advisors's Sunrun position peaked at $17K in Q1 2021.
  • 476 funds tracked by Wall St. Rank held Sunrun as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.