First Trust Direct Indexing’s Sunrun RUN Stock Holding History

First Trust Direct Indexing’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
2024 Q4	–	Sell	-20,612	Closed	-$372K	–	732
2024 Q3	$372K	Buy	20,612 +3,676	+22%	+$65.3K	0.02%	649
2024 Q2	$201K	Buy	16,936 +5,174	+44%	+$63.4K	0.01%	842
2024 Q1	$155K	Buy	+11,762	New	+$162K	0.01%	757
2022 Q4	–	Sell	-7,859	Closed	-$217K	–	702
2022 Q3	$217K	Buy	+7,859	New	+$244K	0.03%	560
2022 Q2	–	Sell	-7,251	Closed	-$220K	–	685
2022 Q1	$220K	Buy	7,251 +18	+0.2%	+$502	0.03%	602
2021 Q4	$248K	Sell	7,233 -393	-5%	-$18.4K	0.03%	544
2021 Q3	$336K	Sell	7,626 -606	-7%	-$28.9K	0.05%	446
2021 Q2	$459K	Buy	+8,232	New	+$398K	0.07%	344
2021 Q1	–	Sell	-342	Closed	-$24K	–	872
2020 Q4	$24K	Buy	+342	New	+$21.2K	0.01%	852

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

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

OAG

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

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

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

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Direct Indexing's RUN Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Sunrun (RUN) in Q4 2024, closing a stake of 20,612 shares — an estimated $372K sold.

First Trust Direct Indexing first reported a position in RUN in Q4 2020 and held it in 9 quarters. The position peaked at $459K in Q2 2021. 397 funds tracked by Wall St. Rank hold RUN as of Q4 2024.

First Trust Direct Indexing reported no remaining Sunrun position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 20,612 Sunrun shares in Q4 2024, an estimated $372K.
First Trust Direct Indexing first reported a position in Sunrun in Q4 2020 and held it in 9 quarters.
First Trust Direct Indexing's Sunrun position peaked at $459K in Q2 2021.
397 funds tracked by Wall St. Rank held Sunrun as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.