FineMark National Bank & Trust’s Sunrun RUN Stock Holding History

FineMark National Bank & Trust’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
2022 Q1	–	Sell	-6,415	Closed	-$220K	–	465
2021 Q4	$220K	Hold	6,415	–	–	0.01%	427
2021 Q3	$283K	Buy	6,415 +500	+8%	+$23.9K	0.01%	376
2021 Q2	$330K	Hold	5,915	–	–	0.01%	350
2021 Q1	$358K	Hold	5,915	–	–	0.02%	323
2020 Q4	$410K	Buy	5,915 +175	+3%	+$10.9K	0.02%	285
2020 Q3	$442K	Buy	+5,740	New	+$270K	0.02%	257

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FineMark National Bank & Trust's RUN Position: Q1 2022 in Review

FineMark National Bank & Trust sold out of Sunrun (RUN) in Q1 2022, closing a stake of 6,415 shares — an estimated $220K sold.

FineMark National Bank & Trust first reported a position in RUN in Q3 2020 and held it in 6 quarters. The position peaked at $442K in Q3 2020. 455 funds tracked by Wall St. Rank hold RUN as of Q1 2022.

FineMark National Bank & Trust reported no remaining Sunrun position as of Q1 2022 after selling out during the quarter.
FineMark National Bank & Trust sold 6,415 Sunrun shares in Q1 2022, an estimated $220K.
FineMark National Bank & Trust first reported a position in Sunrun in Q3 2020 and held it in 6 quarters.
FineMark National Bank & Trust's Sunrun position peaked at $442K in Q3 2020.
455 funds tracked by Wall St. Rank held Sunrun as of Q1 2022.

Based on FineMark National Bank & Trust's 13F filing for Q1 2022, filed 16 May 2022.