BSW
RUN icon

Buckingham Strategic Wealth’s Sunrun RUN Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-7,598
Closed -$210K – 655
2022
Q3 		$210K Buy
+7,598
New +$236K ﹤0.01% 544
2022
Q2 		– Sell
-7,388
Closed -$224K – 643
2022
Q1 		$224K Buy
7,388
+75
+1% +$2.09K ﹤0.01% 539
2021
Q4 		$251K Buy
+7,313
New +$342K ﹤0.01% 518

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Buckingham Strategic Wealth's RUN Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Sunrun (RUN) in Q4 2022, closing a stake of 7,598 shares — an estimated $210K sold.

Buckingham Strategic Wealth first reported a position in RUN in Q4 2021 and held it in 3 quarters. The position peaked at $251K in Q4 2021. 449 funds tracked by Wall St. Rank hold RUN as of Q4 2022.

  • Buckingham Strategic Wealth reported no remaining Sunrun position as of Q4 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 7,598 Sunrun shares in Q4 2022, an estimated $210K.
  • Buckingham Strategic Wealth first reported a position in Sunrun in Q4 2021 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Sunrun position peaked at $251K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Sunrun as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.