MGIA
RUN icon

Moneta Group Investment Advisors’s Sunrun RUN Stock Holding History

Moneta Group Investment 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
2023
Q4 		– Sell
-10,146
Closed -$127K – 577
2023
Q3 		$127K Buy
10,146
+32
+0.3% +$526 ﹤0.01% 504
2023
Q2 		$181K Sell
10,114
-570
-5% -$10.6K ﹤0.01% 519
2023
Q1 		$215K Buy
10,684
+1,120
+12% +$26.1K 0.01% 483
2022
Q4 		$251K Sell
9,564
-911
-9% -$24.3K 0.01% 397
2022
Q3 		$289K Sell
10,475
-4,808
-31% -$150K 0.01% 357
2022
Q2 		$357K Buy
15,283
+4,516
+42% +$108K 0.01% 353
2022
Q1 		$327K Buy
10,767
+301
+3% +$8.4K 0.01% 347
2021
Q4 		$359K Sell
10,466
-489
-4% -$22.9K 0.01% 351
2021
Q3 		$482K Sell
10,955
-17
-0.2% -$811 0.02% 285
2021
Q2 		$612K Buy
10,972
+506
+5% +$24.4K 0.03% 254
2021
Q1 		$633K Buy
+10,466
New +$727K 0.03% 228

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

Moneta Group Investment Advisors's RUN Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of Sunrun (RUN) in Q4 2023, closing a stake of 10,146 shares — an estimated $127K sold.

Moneta Group Investment Advisors first reported a position in RUN in Q1 2021 and held it in 11 quarters. The position peaked at $633K in Q1 2021. 401 funds tracked by Wall St. Rank hold RUN as of Q4 2023.

  • Moneta Group Investment Advisors reported no remaining Sunrun position as of Q4 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,146 Sunrun shares in Q4 2023, an estimated $127K.
  • Moneta Group Investment Advisors first reported a position in Sunrun in Q1 2021 and held it in 11 quarters.
  • Moneta Group Investment Advisors's Sunrun position peaked at $633K in Q1 2021.
  • 401 funds tracked by Wall St. Rank held Sunrun as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.