DT
RUN icon

Diversified Trust’s Sunrun RUN Stock Holding History

Diversified Trust’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
Q4 		– Sell
-60,538
Closed -$1.09M – 984
2024
Q3 		$1.09M Buy
60,538
+42,160
+229% +$749K 0.03% 356
2024
Q2 		$218K Buy
+18,378
New +$225K 0.01% 766
2024
Q1 		– Sell
-11,272
Closed -$221K – 917
2023
Q4 		$221K Buy
+11,272
New +$143K 0.01% 755

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified Trust's RUN Position: Q4 2024 in Review

Diversified Trust sold out of Sunrun (RUN) in Q4 2024, closing a stake of 60,538 shares — an estimated $1.09M sold.

Diversified Trust first reported a position in RUN in Q4 2023 and held it in 3 quarters. The position peaked at $1.09M in Q3 2024. 397 funds tracked by Wall St. Rank hold RUN as of Q4 2024.

  • Diversified Trust reported no remaining Sunrun position as of Q4 2024 after selling out during the quarter.
  • Diversified Trust sold 60,538 Sunrun shares in Q4 2024, an estimated $1.09M.
  • Diversified Trust first reported a position in Sunrun in Q4 2023 and held it in 3 quarters.
  • Diversified Trust's Sunrun position peaked at $1.09M in Q3 2024.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q4 2024.

Based on Diversified Trust's 13F filing for Q4 2024, filed 7 Jan 2025.