FGAM
RUN icon

Financial Gravity Asset Management’s Sunrun RUN Stock Holding History

Financial Gravity 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
2023
Q3 		– Sell
-18
Closed -$25 – 1678
2023
Q2 		$25 Sell
18
-2
-10% -$37 ﹤0.01% 1477
2023
Q1 		$1 Sell
20
-4
-17% -$93 ﹤0.01% 1081
2022
Q4 		$33 Buy
+24
New +$641 ﹤0.01% 1276
2022
Q2 		– Sell
-30
Closed -$2 – 830
2022
Q1 		$2 Sell
30
-4
-12% -$112 ﹤0.01% 870
2021
Q4 		$4 Buy
+34
New +$1.59K ﹤0.01% 911
2021
Q3 		– Hold
0
– – – 614
2021
Q2 		– Sell
-2
Closed -$97 – 530
2021
Q1 		$115 Buy
+2
New +$139 ﹤0.01% 503
2020
Q2 		– Sell
-45
Closed -$451 – 711
2020
Q1 		$451 Buy
45
+16
+55% +$263 ﹤0.01% 575
2019
Q4 		$14K Buy
29
+2
+7% +$30 0.01% 1120
2019
Q3 		$0 Buy
27
+4
+17% +$70 ﹤0.01% 1495
2019
Q2 		$0 Buy
23
+9
+64% +$146 ﹤0.01% 1594
2019
Q1 		$0 Buy
+14
New +$193 ﹤0.01% 1511
2018
Q3 		$2K Buy
154
+78
+103% +$1.08K ﹤0.01% 995
2018
Q2 		$1K Buy
+76
New +$826 ﹤0.01% 1252

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Financial Gravity Asset Management's RUN Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Sunrun (RUN) in Q3 2023, closing a stake of 18 shares — an estimated $25 sold.

Financial Gravity Asset Management first reported a position in RUN in Q2 2018 and held it in 13 quarters. The position peaked at $14K in Q4 2019. 394 funds tracked by Wall St. Rank hold RUN as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Sunrun position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 18 Sunrun shares in Q3 2023, an estimated $25.
  • Financial Gravity Asset Management first reported a position in Sunrun in Q2 2018 and held it in 13 quarters.
  • Financial Gravity Asset Management's Sunrun position peaked at $14K in Q4 2019.
  • 394 funds tracked by Wall St. Rank held Sunrun as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.