CWMU
RUN icon

Caliber Wealth Management (Utah)’s Sunrun RUN Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$2.73M Buy
206,837
+20,022
+11% +$275K 1.45% 28
2023
Q4 		$3.67M Buy
186,815
+2,221
+1% +$28.2K 2.15% 10
2023
Q3 		$2.32M Buy
184,594
+44,012
+31% +$724K 1.56% 23
2023
Q2 		$2.51M Buy
140,582
+14,118
+11% +$263K 1.68% 14
2023
Q1 		$2.55M Buy
126,464
+69,570
+122% +$1.62M 1.91% 12
2022
Q4 		$1.37M Buy
56,894
+4,010
+8% +$107K 1.04% 41
2022
Q3 		$1.46M Sell
52,884
-18,916
-26% -$588K 1.15% 41
2022
Q2 		$1.68M Buy
71,800
+26,182
+57% +$629K 1.3% 35
2022
Q1 		$1.39M Buy
45,618
+30,527
+202% +$851K 0.88% 50
2021
Q4 		$480K Sell
15,091
-24,726
-62% -$1.16M 0.33% 57
2021
Q3 		$1.94M Buy
39,817
+25,982
+188% +$1.24M 1.36% 32
2021
Q2 		$772K Hold
13,835
– – 0.55% 62
2021
Q1 		$837K Sell
13,835
-5,017
-27% -$349K 0.61% 55
2020
Q4 		$1.31M Buy
+18,852
New +$1.17M 1.28% 35

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Caliber Wealth Management (Utah)'s RUN Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Sunrun (RUN) stake by 11% in Q1 2024, buying an estimated $275K and bringing the position to 206,837 shares worth $2.73M. The position accounts for 1.45% of the portfolio, ranked #28.

Caliber Wealth Management (Utah) first reported a position in RUN in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.67M in Q4 2023. 413 funds tracked by Wall St. Rank hold RUN as of Q1 2024.

  • Caliber Wealth Management (Utah) held 206,837 shares of Sunrun worth $2.73M as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 20,022 Sunrun shares in Q1 2024, an estimated $275K.
  • Sunrun made up 1.45% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #28 holding.
  • Caliber Wealth Management (Utah) first reported a position in Sunrun in Q4 2020 and has held it in 14 quarters since.
  • Caliber Wealth Management (Utah)'s Sunrun position peaked at $3.67M in Q4 2023.
  • 413 funds tracked by Wall St. Rank held Sunrun as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.