Synergy Asset Management’s Sunrun RUN Stock Holding History

Synergy 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	-100	Closed	-$1.81K	–	687
2024 Q4	$1.81K	Buy	+100	New	+$1.24K	﹤0.01%	682

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Synergy Asset Management sold out of Sunrun (RUN) in Q1 2025, closing a stake of 100 shares — an estimated $1.81K sold.

Synergy Asset Management first reported a position in RUN in Q4 2024 and held it in 1 quarter. The position peaked at $1.81K in Q4 2024. 365 funds tracked by Wall St. Rank hold RUN as of Q1 2025.

Synergy Asset Management reported no remaining Sunrun position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 100 Sunrun shares in Q1 2025, an estimated $1.81K.
Synergy Asset Management first reported a position in Sunrun in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Sunrun position peaked at $1.81K in Q4 2024.
365 funds tracked by Wall St. Rank held Sunrun as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.