Fiduciary Alliance’s Sunrun RUN Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-9	Closed	-$161	–	782
2023 Q2	$161	Buy	+9	New	+$167	﹤0.01%	976
2023 Q1	–	Sell	-9	Closed	-$216	–	715
2022 Q4	$216	Buy	+9	New	+$240	﹤0.01%	902

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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 $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Fiduciary Alliance's RUN Position: Q3 2023 in Review

Fiduciary Alliance sold out of Sunrun (RUN) in Q3 2023, closing a stake of 9 shares — an estimated $161 sold.

Fiduciary Alliance first reported a position in RUN in Q4 2022 and held it in 2 quarters. The position peaked at $216 in Q4 2022. 394 funds tracked by Wall St. Rank hold RUN as of Q3 2023.

Fiduciary Alliance reported no remaining Sunrun position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 9 Sunrun shares in Q3 2023, an estimated $161.
Fiduciary Alliance first reported a position in Sunrun in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Sunrun position peaked at $216 in Q4 2022.
394 funds tracked by Wall St. Rank held Sunrun as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.