JPLA
RUN icon

Joseph P. Lucia & Associates’s Sunrun RUN Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-185
Closed -$4K – 380
2022
Q2 		$4K Hold
185
– – ﹤0.01% 356
2022
Q1 		$6K Buy
+185
New +$5.16K ﹤0.01% 352
2021
Q4 		– Sell
-370
Closed -$16K – 464
2021
Q3 		$16K Buy
+370
New +$17.7K 0.01% 335

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Joseph P. Lucia & Associates's RUN Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Sunrun (RUN) in Q3 2022, closing a stake of 185 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in RUN in Q3 2021 and held it in 3 quarters. The position peaked at $16K in Q3 2021. 453 funds tracked by Wall St. Rank hold RUN as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Sunrun position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 185 Sunrun shares in Q3 2022, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in Sunrun in Q3 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Sunrun position peaked at $16K in Q3 2021.
  • 453 funds tracked by Wall St. Rank held Sunrun as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.