LCM
ISUN

Legato Capital Management’s iSun, Inc. Common Stock ISUN Stock Holding History

Legato Capital Management’s Portfolio ISUN Stock Details ISUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23,588
Closed -$9.44K – 663
2023
Q2 		$9.44K Sell
23,588
-224,539
-90% -$135K ﹤0.01% 571
2023
Q1 		$256K Buy
248,127
+170,157
+218% +$254K 0.05% 424
2022
Q4 		$104K Buy
+77,970
New +$144K 0.02% 474

Other funds holding ISUN

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legato Capital Management's ISUN Position: Q3 2023 in Review

Legato Capital Management sold out of iSun, Inc. Common Stock (ISUN) in Q3 2023, closing a stake of 23,588 shares — an estimated $9.44K sold.

Legato Capital Management first reported a position in ISUN in Q4 2022 and held it in 3 quarters. The position peaked at $256K in Q1 2023. 36 funds tracked by Wall St. Rank hold ISUN as of Q3 2023.

  • Legato Capital Management reported no remaining iSun, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Legato Capital Management sold 23,588 iSun, Inc. Common Stock shares in Q3 2023, an estimated $9.44K.
  • Legato Capital Management first reported a position in iSun, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Legato Capital Management's iSun, Inc. Common Stock position peaked at $256K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q3 2023.

Based on Legato Capital Management's 13F filing for Q3 2023, filed 12 Oct 2023.