EIM
RUN icon

Essex Investment Management’s Sunrun RUN Stock Holding History

Essex Investment 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
2025
Q1 		– Sell
-43,544
Closed -$403K – 323
2024
Q4 		$403K Buy
+43,544
New +$541K 0.07% 165
2023
Q1 		– Sell
-111,603
Closed -$2.68M – 420
2022
Q4 		$2.68M Buy
111,603
+8,253
+8% +$220K 0.42% 77
2022
Q3 		$2.85M Sell
103,350
-32,798
-24% -$1.02M 0.46% 69
2022
Q2 		$3.18M Sell
136,148
-159,686
-54% -$3.84M 0.51% 57
2022
Q1 		$8.98M Buy
295,834
+13,683
+5% +$382K 1.12% 13
2021
Q4 		$9.68M Buy
282,151
+65,269
+30% +$3.05M 1.11% 13
2021
Q3 		$9.54M Buy
216,882
+1,051
+0.5% +$50.2K 1.17% 9
2021
Q2 		$12M Sell
215,831
-10,040
-4% -$485K 1.4% 5
2021
Q1 		$13.7M Sell
225,871
-45,826
-17% -$3.18M 1.67% 4
2020
Q4 		$18.9M Buy
+271,697
New +$16.9M 2.34% 2
2020
Q2 		– Sell
-55,808
Closed -$564K – 442
2020
Q1 		$564K Sell
55,808
-136,527
-71% -$2.24M 0.11% 209
2019
Q4 		$2.66M Buy
192,335
+35,125
+22% +$524K 0.33% 92
2019
Q3 		$2.63M Buy
157,210
+8,644
+6% +$151K 0.38% 70
2019
Q2 		$2.79M Buy
148,566
+13,222
+10% +$215K 0.38% 73
2019
Q1 		$1.9M Sell
135,344
-23,480
-15% -$323K 0.28% 110
2018
Q4 		$1.73M Buy
158,824
+32,325
+26% +$409K 0.27% 118
2018
Q3 		$1.57M Sell
126,499
-3,507
-3% -$48.5K 0.19% 166
2018
Q2 		$1.71M Sell
130,006
-52,737
-29% -$573K 0.21% 146
2018
Q1 		$1.63M Sell
182,743
-11,668
-6% -$78.8K 0.21% 140
2017
Q4 		$1.15M Sell
194,411
-555
-0.3% -$3.19K 0.15% 204
2017
Q3 		$1.08M Buy
194,966
+76,169
+64% +$519K 0.15% 204
2017
Q2 		$846K Sell
118,797
-2,142
-2% -$11.6K 0.12% 216
2017
Q1 		$653K Buy
+120,939
New +$673K 0.1% 240

Other funds holding RUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Investment Management's RUN Position: Q1 2025 in Review

Essex Investment Management sold out of Sunrun (RUN) in Q1 2025, closing a stake of 43,544 shares — an estimated $403K sold.

Essex Investment Management first reported a position in RUN in Q1 2017 and held it in 23 quarters. The position peaked at $18.9M in Q4 2020. 366 funds tracked by Wall St. Rank hold RUN as of Q1 2025.

  • Essex Investment Management reported no remaining Sunrun position as of Q1 2025 after selling out during the quarter.
  • Essex Investment Management sold 43,544 Sunrun shares in Q1 2025, an estimated $403K.
  • Essex Investment Management first reported a position in Sunrun in Q1 2017 and held it in 23 quarters.
  • Essex Investment Management's Sunrun position peaked at $18.9M in Q4 2020.
  • 366 funds tracked by Wall St. Rank held Sunrun as of Q1 2025.

Based on Essex Investment Management's 13F filing for Q1 2025, filed 7 May 2025.