Glen Kacher’s Sunrun RUN Stock Holding History

Glen Kacher’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
2021 Q3	–	Sell	-658,230	Closed	-$36.7M	–	66
2021 Q2	$36.7M	Sell	658,230 -781,762	-54%	-$37.8M	1.59%	32
2021 Q1	$87.1M	Sell	1,439,992 -502,308	-26%	-$34.9M	4.66%	2
2020 Q4	$135M	Buy	+1,942,300	New	+$121M	4.02%	3

Other funds holding RUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Glen Kacher's RUN Position: Q3 2021 in Review

Glen Kacher sold out of Sunrun (RUN) in Q3 2021, closing a stake of 658,230 shares — an estimated $36.7M sold.

Glen Kacher first reported a position in RUN in Q4 2020 and held it in 3 quarters. The position peaked at $135M in Q4 2020. 476 funds tracked by Wall St. Rank hold RUN as of Q3 2021.

Glen Kacher reported no remaining Sunrun position as of Q3 2021 after selling out during the quarter.
Glen Kacher sold 658,230 Sunrun shares in Q3 2021, an estimated $36.7M.
Glen Kacher first reported a position in Sunrun in Q4 2020 and held it in 3 quarters.
Glen Kacher's Sunrun position peaked at $135M in Q4 2020.
476 funds tracked by Wall St. Rank held Sunrun as of Q3 2021.

Based on Light Street Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.