EAM
RUN icon

Erste Asset Management’s Sunrun RUN Stock Holding History

Erste Asset 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
2026
Q1 		$17.8M Sell
1,463,272
-1,949,628
-57% -$32.5M 0.16% 139
2025
Q4 		$67.6M Buy
3,412,900
+330,666
+11% +$6.34M 0.57% 41
2025
Q3 		$54.8M Buy
3,082,234
+1,188,092
+63% +$15.9M 0.53% 50
2025
Q2 		$14.3M Sell
1,894,142
-3,159,095
-63% -$24.8M 0.12% 162
2025
Q1 		$30M Buy
5,053,237
+264,024
+6% +$2.17M 0.39% 67
2024
Q4 		$47.3M Buy
4,789,213
+672,049
+16% +$8.35M 0.58% 44
2024
Q3 		$76.2M Buy
4,117,164
+12,920
+0.3% +$230K 0.91% 23
2024
Q2 		$54.1M Sell
4,104,244
-73,689
-2% -$903K 0.72% 38
2024
Q1 		$54M Buy
4,177,933
+177,046
+4% +$2.43M 0.74% 37
2023
Q4 		$81.2M Buy
4,000,887
+818,019
+26% +$10.4M 1.19% 12
2023
Q3 		$39.2M Buy
3,182,868
+593,696
+23% +$9.76M 0.68% 43
2023
Q2 		$45.8M Buy
2,589,172
+317,803
+14% +$5.91M 0.81% 31
2023
Q1 		$42.7M Buy
2,271,369
+355,635
+19% +$8.3M 0.82% 29
2022
Q4 		$45.7M Sell
1,915,734
-42,550
-2% -$1.14M 0.96% 22
2022
Q3 		$54.7M Sell
1,958,284
-207,450
-10% -$6.45M 1.23% 8
2022
Q2 		$48.4M Buy
2,165,734
+228,530
+12% +$5.49M 1.08% 12
2022
Q1 		$60.6M Buy
1,937,204
+645,497
+50% +$18M 1.16% 8
2021
Q4 		$42.4M Buy
1,291,707
+558,151
+76% +$26.1M 0.76% 39
2021
Q3 		$30.5M Sell
733,556
-92,650
-11% -$4.42M 0.6% 50
2021
Q2 		$47M Buy
826,206
+317,798
+63% +$15.3M 0.94% 23
2021
Q1 		$29.4M Buy
508,408
+132,490
+35% +$9.21M 0.72% 41
2020
Q4 		$24M Buy
375,918
+21,250
+6% +$1.32M 0.66% 46
2020
Q3 		$25.8M Sell
354,668
-157,770
-31% -$7.43M 0.88% 30
2020
Q2 		$10M Buy
512,438
+154,238
+43% +$2.36M 0.4% 81
2020
Q1 		$3.51M Buy
358,200
+133,000
+59% +$2.18M 0.2% 129
2019
Q4 		$3.19M Sell
225,200
-88,700
-28% -$1.32M 0.14% 148
2019
Q3 		$5.07M Buy
313,900
+29,400
+10% +$513K 0.27% 107
2019
Q2 		$5.29M Hold
284,500
– – 0.28% 95
2019
Q1 		$4.06M Sell
284,500
-70,000
-20% -$964K 0.23% 107
2018
Q4 		$3.87M Buy
+354,500
New +$4.48M 0.26% 101

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Erste Asset Management's RUN Position: Q1 2026 in Review

Erste Asset Management reduced its Sunrun (RUN) stake by 57% in Q1 2026, selling an estimated $32.5M and leaving 1,463,272 shares worth $17.8M. The position accounts for 0.16% of the portfolio, ranked #139.

Erste Asset Management first reported a position in RUN in Q4 2018 and has held it in 30 quarters since. The position peaked at $81.2M in Q4 2023. 397 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • Erste Asset Management held 1,463,272 shares of Sunrun worth $17.8M as of Q1 2026.
  • Erste Asset Management sold 1,949,628 Sunrun shares in Q1 2026, an estimated $32.5M.
  • Sunrun made up 0.16% of Erste Asset Management's portfolio in Q1 2026, its #139 holding.
  • Erste Asset Management first reported a position in Sunrun in Q4 2018 and has held it in 30 quarters since.
  • Erste Asset Management's Sunrun position peaked at $81.2M in Q4 2023.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Erste Asset Management's 13F filing for Q1 2026, filed 11 May 2026.