HFG
RUN icon

Heron Financial Group’s Sunrun RUN Stock Holding History

Heron Financial Group’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
Q2 		– Sell
-7,934
Closed -$241K – 154
2022
Q1 		$241K Sell
7,934
-690
-8% -$19.2K 0.13% 129
2021
Q4 		$224K Sell
8,624
-3,019
-26% -$141K 0.12% 131
2021
Q3 		$512K Buy
11,643
+945
+9% +$45.1K 0.29% 75
2021
Q2 		$597K Sell
10,698
-1,625
-13% -$78.5K 0.34% 68
2021
Q1 		$729K Sell
12,323
-479
-4% -$33.3K 0.44% 50
2020
Q4 		$1.16M Buy
12,802
+5,114
+67% +$317K 0.8% 28
2020
Q3 		$604K Buy
+7,688
New +$362K 0.48% 52

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
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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Heron Financial Group's RUN Position: Q2 2022 in Review

Heron Financial Group sold out of Sunrun (RUN) in Q2 2022, closing a stake of 7,934 shares — an estimated $241K sold.

Heron Financial Group first reported a position in RUN in Q3 2020 and held it in 7 quarters. The position peaked at $1.16M in Q4 2020. 413 funds tracked by Wall St. Rank hold RUN as of Q2 2022.

  • Heron Financial Group reported no remaining Sunrun position as of Q2 2022 after selling out during the quarter.
  • Heron Financial Group sold 7,934 Sunrun shares in Q2 2022, an estimated $241K.
  • Heron Financial Group first reported a position in Sunrun in Q3 2020 and held it in 7 quarters.
  • Heron Financial Group's Sunrun position peaked at $1.16M in Q4 2020.
  • 413 funds tracked by Wall St. Rank held Sunrun as of Q2 2022.

Based on Heron Financial Group's 13F filing for Q2 2022, filed 29 Jul 2022.