Endurance Wealth Management’s Sunrun RUN Stock Holding History

Endurance Wealth 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 Q2	$1.08M	Sell	60,650 -1,000	-2%	-$18.6K	0.15%	91
2023 Q1	$1.24M	Buy	61,650 +5,450	+10%	+$127K	0.18%	84
2022 Q4	$1.35M	Sell	56,200 -425	-0.8%	-$11.3K	0.2%	79
2022 Q3	$1.56M	Sell	56,625 -100	-0.2%	-$3.11K	0.26%	72
2022 Q2	$1.32M	Buy	56,725 +29,025	+105%	+$697K	0.2%	82
2022 Q1	$841K	Buy	27,700 +20,650	+293%	+$576K	0.11%	105
2021 Q4	$242K	Buy	7,050 +5,450	+341%	+$255K	0.03%	198
2021 Q3	$70K	Buy	+1,600	New	+$76.4K	0.01%	315

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 $29.1B AUM 60.8% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Endurance Wealth Management's RUN Position: Q2 2023 in Review

Endurance Wealth Management reduced its Sunrun (RUN) stake by 1.6% in Q2 2023, selling an estimated $18.6K and leaving 60,650 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #91.

Endurance Wealth Management first reported a position in RUN in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.56M in Q3 2022. 397 funds tracked by Wall St. Rank hold RUN as of Q2 2023.

Endurance Wealth Management held 60,650 shares of Sunrun worth $1.08M as of Q2 2023.
Endurance Wealth Management sold 1,000 Sunrun shares in Q2 2023, an estimated $18.6K.
Sunrun made up 0.15% of Endurance Wealth Management's portfolio in Q2 2023, its #91 holding.
Endurance Wealth Management first reported a position in Sunrun in Q3 2021 and has held it in 8 quarters since.
Endurance Wealth Management's Sunrun position peaked at $1.56M in Q3 2022.
397 funds tracked by Wall St. Rank held Sunrun as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.