OSAM
SUNE

O'Shaughnessy Asset Management’s SUNation Energy SUNE Stock Holding History

O'Shaughnessy Asset Management’s Portfolio SUNE Stock Details SUNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Hold
0
– -$3K – 2560
2021
Q3 		– Hold
0
– – – 2444
2021
Q2 		– Hold
0
– – – 2263
2021
Q1 		– Hold
0
– – – 2110
2020
Q4 		– Hold
0
– – – 1355
2020
Q3 		– Hold
0
– – – 870
2020
Q2 		– Hold
0
– – – 636
2020
Q1 		– Hold
0
– – – 480
2019
Q4 		– Hold
0
– – – 645
2015
Q2 		– Hold
0
– -$3K – 1098
2015
Q1 		– Hold
0
– – – 882
2014
Q4 		– Hold
0
– – – 958
2014
Q3 		– Hold
0
– – – 911

Other funds holding SUNE

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return