LAS
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Lloyd Advisory Services’s Sunrun RUN Stock Holding History

Lloyd Advisory Services’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
-102,594
Closed -$1.29M – 299
2023
Q3 		$1.29M Buy
+102,594
New +$1.69M 0.42% 46
2022
Q2 		– Sell
-87
Closed -$3K – 453
2022
Q1 		$3K Buy
+87
New +$2.43K ﹤0.01% 492

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

Lloyd Advisory Services's RUN Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Sunrun (RUN) in Q4 2023, closing a stake of 102,594 shares — an estimated $1.29M sold.

Lloyd Advisory Services first reported a position in RUN in Q1 2022 and held it in 2 quarters. The position peaked at $1.29M in Q3 2023. 401 funds tracked by Wall St. Rank hold RUN as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Sunrun position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 102,594 Sunrun shares in Q4 2023, an estimated $1.29M.
  • Lloyd Advisory Services first reported a position in Sunrun in Q1 2022 and held it in 2 quarters.
  • Lloyd Advisory Services's Sunrun position peaked at $1.29M in Q3 2023.
  • 401 funds tracked by Wall St. Rank held Sunrun as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.