OIA
RUN icon

OneDigital Investment Advisors’s Sunrun RUN Stock Holding History

OneDigital 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
2021
Q1 		– Sell
-4,735
Closed -$329K – 758
2020
Q4 		$329K Buy
+4,735
New +$294K 0.02% 468
2018
Q2 		– Sell
-11,070
Closed -$99K – 1364
2018
Q1 		$99K Buy
11,070
+848
+8% +$5.72K 0.02% 347
2017
Q4 		$60K Buy
10,222
+1,779
+21% +$10.2K 0.01% 459
2017
Q3 		$47K Sell
8,443
-4,150
-33% -$28.3K 0.02% 401
2017
Q2 		$90K Buy
+12,593
New +$68K 0.03% 332

Other funds holding RUN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's RUN Position: Q1 2021 in Review

OneDigital Investment Advisors sold out of Sunrun (RUN) in Q1 2021, closing a stake of 4,735 shares — an estimated $329K sold.

OneDigital Investment Advisors first reported a position in RUN in Q2 2017 and held it in 5 quarters. The position peaked at $329K in Q4 2020. 442 funds tracked by Wall St. Rank hold RUN as of Q1 2021.

  • OneDigital Investment Advisors reported no remaining Sunrun position as of Q1 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,735 Sunrun shares in Q1 2021, an estimated $329K.
  • OneDigital Investment Advisors first reported a position in Sunrun in Q2 2017 and held it in 5 quarters.
  • OneDigital Investment Advisors's Sunrun position peaked at $329K in Q4 2020.
  • 442 funds tracked by Wall St. Rank held Sunrun as of Q1 2021.

Based on OneDigital Investment Advisors's 13F filing for Q1 2021, filed 10 May 2021.