Echo Street Capital Management’s Sunrun RUN Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-13,337	Closed	-$168K	–	352
2023 Q3	$168K	Buy	+13,337	New	+$219K	﹤0.01%	444
2023 Q2	–	Sell	-10,430	Closed	-$210K	–	581
2023 Q1	$210K	Sell	10,430 -3,402	-25%	-$79.4K	﹤0.01%	457
2022 Q4	$332K	Buy	+13,832	New	+$369K	﹤0.01%	387
2022 Q2	–	Sell	-12,475	Closed	-$379K	–	691
2022 Q1	$379K	Buy	+12,475	New	+$348K	﹤0.01%	462
2021 Q3	–	Sell	-8,955	Closed	-$500K	–	733
2021 Q2	$500K	Buy	+8,955	New	+$432K	﹤0.01%	365

Other funds holding RUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Echo Street Capital Management's RUN Position: Q4 2023 in Review

Echo Street Capital Management sold out of Sunrun (RUN) in Q4 2023, closing a stake of 13,337 shares — an estimated $168K sold.

Echo Street Capital Management first reported a position in RUN in Q2 2021 and held it in 5 quarters. The position peaked at $500K in Q2 2021. 402 funds tracked by Wall St. Rank hold RUN as of Q4 2023.

Echo Street Capital Management reported no remaining Sunrun position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 13,337 Sunrun shares in Q4 2023, an estimated $168K.
Echo Street Capital Management first reported a position in Sunrun in Q2 2021 and held it in 5 quarters.
Echo Street Capital Management's Sunrun position peaked at $500K in Q2 2021.
402 funds tracked by Wall St. Rank held Sunrun as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.