Lee Financial’s Sunrun RUN Stock Holding History

Lee Financial’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 Q1	–	Sell	-7	Closed	-$168	–	936
2022 Q4	$168	Hold	7	–	–	﹤0.01%	894
2022 Q3	$0	Hold	7	–	–	﹤0.01%	989
2022 Q2	$0	Buy	+7	New	+$168	﹤0.01%	978

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Lee Financial's RUN Position: Q1 2023 in Review

Lee Financial sold out of Sunrun (RUN) in Q1 2023, closing a stake of 7 shares — an estimated $168 sold.

Lee Financial first reported a position in RUN in Q2 2022 and held it in 3 quarters. The position peaked at $168 in Q4 2022. 409 funds tracked by Wall St. Rank hold RUN as of Q1 2023.

Lee Financial reported no remaining Sunrun position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 7 Sunrun shares in Q1 2023, an estimated $168.
Lee Financial first reported a position in Sunrun in Q2 2022 and held it in 3 quarters.
Lee Financial's Sunrun position peaked at $168 in Q4 2022.
409 funds tracked by Wall St. Rank held Sunrun as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.