IFAM
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Institutional & Family Asset Management’s Sunrun RUN Stock Holding History

Institutional & Family 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
Q4 		– Sell
-78
Closed -$980 – 743
2023
Q3 		$980 Buy
+78
New +$1.28K ﹤0.01% 618

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Institutional & Family Asset Management's RUN Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Sunrun (RUN) in Q4 2023, closing a stake of 78 shares — an estimated $980 sold.

Institutional & Family Asset Management first reported a position in RUN in Q3 2023 and held it in 1 quarter. The position peaked at $980 in Q3 2023. 401 funds tracked by Wall St. Rank hold RUN as of Q4 2023.

  • Institutional & Family Asset Management reported no remaining Sunrun position as of Q4 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 78 Sunrun shares in Q4 2023, an estimated $980.
  • Institutional & Family Asset Management first reported a position in Sunrun in Q3 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's Sunrun position peaked at $980 in Q3 2023.
  • 401 funds tracked by Wall St. Rank held Sunrun as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.