PIM
RUN icon

Perpetual Investment Management’s Sunrun RUN Stock Holding History

Perpetual Investment 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
2022
Q4 		$652K Buy
27,148
+4,000
+17% +$107K 0.08% 136
2022
Q3 		$639K Sell
23,148
-9,999
-30% -$311K 0.09% 137
2022
Q2 		$774K Sell
33,147
-12,617
-28% -$303K 0.11% 133
2022
Q1 		$1.39M Sell
45,764
-7,201
-14% -$201K 0.17% 114
2021
Q4 		$1.82M Buy
52,965
+15,000
+40% +$702K 0.21% 108
2021
Q3 		$1.67M Buy
+37,965
New +$1.81M 0.21% 113

Other funds holding RUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $29.1B AUM 60.8% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Perpetual Investment Management's RUN Position: Q4 2022 in Review

Perpetual Investment Management increased its Sunrun (RUN) stake by 17% in Q4 2022, buying an estimated $107K and bringing the position to 27,148 shares worth $652K. The position accounts for 0.08% of the portfolio, ranked #136.

Perpetual Investment Management first reported a position in RUN in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.82M in Q4 2021. 448 funds tracked by Wall St. Rank hold RUN as of Q4 2022.

  • Perpetual Investment Management held 27,148 shares of Sunrun worth $652K as of Q4 2022.
  • Perpetual Investment Management bought 4,000 Sunrun shares in Q4 2022, an estimated $107K.
  • Sunrun made up 0.08% of Perpetual Investment Management's portfolio in Q4 2022, its #136 holding.
  • Perpetual Investment Management first reported a position in Sunrun in Q3 2021 and has held it in 6 quarters since.
  • Perpetual Investment Management's Sunrun position peaked at $1.82M in Q4 2021.
  • 448 funds tracked by Wall St. Rank held Sunrun as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.