LAM
RUN icon

Lummis Asset Management’s Sunrun RUN Stock Holding History

Lummis Asset Management’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
2025
Q1 		– Sell
-26
Closed -$241 – 169
2024
Q4 		$241 Buy
+26
New +$323 ﹤0.01% 145
2024
Q3 		– Sell
-26
Closed -$308 – 154
2024
Q2 		$308 Hold
26
– – ﹤0.01% 151
2024
Q1 		$343 Hold
26
– – ﹤0.01% 154
2023
Q4 		$510 Buy
+26
New +$330 ﹤0.01% 172

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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lummis Asset Management's RUN Position: Q1 2025 in Review

Lummis Asset Management sold out of Sunrun (RUN) in Q1 2025, closing a stake of 26 shares — an estimated $241 sold.

Lummis Asset Management first reported a position in RUN in Q4 2023 and held it in 4 quarters. The position peaked at $510 in Q4 2023. 365 funds tracked by Wall St. Rank hold RUN as of Q1 2025.

  • Lummis Asset Management reported no remaining Sunrun position as of Q1 2025 after selling out during the quarter.
  • Lummis Asset Management sold 26 Sunrun shares in Q1 2025, an estimated $241.
  • Lummis Asset Management first reported a position in Sunrun in Q4 2023 and held it in 4 quarters.
  • Lummis Asset Management's Sunrun position peaked at $510 in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Sunrun as of Q1 2025.

Based on Lummis Asset Management's 13F filing for Q1 2025, filed 15 May 2025.