CAL
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Capital Advisors Ltd’s Sunrun RUN Stock Holding History

Capital Advisors Ltd’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
2025
Q1 		– Sell
-782
Closed -$7K – 1551
2024
Q4 		$7K Sell
782
-476
-38% -$5.91K ﹤0.01% 885
2024
Q3 		$23K Buy
1,258
+121
+11% +$2.15K ﹤0.01% 588
2024
Q2 		$13K Buy
1,137
+759
+201% +$9.3K ﹤0.01% 694
2024
Q1 		$5K Buy
+378
New +$5.2K ﹤0.01% 890
2023
Q1 		– Sell
-106
Closed -$3K – 1505
2022
Q4 		$3K Buy
106
+39
+58% +$1.04K ﹤0.01% 794
2022
Q3 		$2K Buy
67
+57
+570% +$1.77K ﹤0.01% 898
2022
Q2 		$0 Buy
+10
New +$240 ﹤0.01% 1282

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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advisors Ltd's RUN Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Sunrun (RUN) in Q1 2025, closing a stake of 782 shares — an estimated $7K sold.

Capital Advisors Ltd first reported a position in RUN in Q2 2022 and held it in 7 quarters. The position peaked at $23K in Q3 2024. 365 funds tracked by Wall St. Rank hold RUN as of Q1 2025.

  • Capital Advisors Ltd reported no remaining Sunrun position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 782 Sunrun shares in Q1 2025, an estimated $7K.
  • Capital Advisors Ltd first reported a position in Sunrun in Q2 2022 and held it in 7 quarters.
  • Capital Advisors Ltd's Sunrun position peaked at $23K in Q3 2024.
  • 365 funds tracked by Wall St. Rank held Sunrun as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.