LA
RUN icon

LM Advisors’s Sunrun RUN Stock Holding History

LM Advisors’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
2024
Q1 		– Sell
-300
Closed -$5.89K – 618
2023
Q4 		$5.89K Buy
+300
New +$3.81K ﹤0.01% 578

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

LM Advisors's RUN Position: Q1 2024 in Review

LM Advisors sold out of Sunrun (RUN) in Q1 2024, closing a stake of 300 shares — an estimated $5.89K sold.

LM Advisors first reported a position in RUN in Q4 2023 and held it in 1 quarter. The position peaked at $5.89K in Q4 2023. 413 funds tracked by Wall St. Rank hold RUN as of Q1 2024.

  • LM Advisors reported no remaining Sunrun position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 300 Sunrun shares in Q1 2024, an estimated $5.89K.
  • LM Advisors first reported a position in Sunrun in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Sunrun position peaked at $5.89K in Q4 2023.
  • 413 funds tracked by Wall St. Rank held Sunrun as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.