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Charter Oak Capital Management’s Sunrun RUN Stock Holding History

Charter Oak Capital Management’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
Q3 		– Sell
-3
Closed – – 721
2022
Q2 		$0 Hold
3
– – ﹤0.01% 997
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1027
2021
Q4 		$0 Hold
3
– – ﹤0.01% 917
2021
Q3 		$0 Hold
3
– – ﹤0.01% 871
2021
Q2 		$0 Buy
+3
New +$145 ﹤0.01% 866

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charter Oak Capital Management's RUN Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Sunrun (RUN) in Q3 2022, closing a stake of 3 shares.

Charter Oak Capital Management first reported a position in RUN in Q2 2021 and held it in 5 quarters. The position peaked at $0 in Q2 2022. 453 funds tracked by Wall St. Rank hold RUN as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Sunrun position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 3 Sunrun shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in Sunrun in Q2 2021 and held it in 5 quarters.
  • Charter Oak Capital Management's Sunrun position peaked at $0 in Q2 2022.
  • 453 funds tracked by Wall St. Rank held Sunrun as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.