Veritable’s Sunrun RUN Stock Holding History

Veritable’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 Q1	–	Sell	-10,273	Closed	-$247K	–	913
2022 Q4	$247K	Buy	+10,273	New	+$274K	﹤0.01%	730
2021 Q3	–	Sell	-4,398	Closed	-$245K	–	908
2021 Q2	$245K	Buy	+4,398	New	+$212K	﹤0.01%	755
2021 Q1	–	Sell	-3,817	Closed	-$265K	–	844
2020 Q4	$265K	Buy	+3,817	New	+$237K	﹤0.01%	665

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

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

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

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

Veritable's RUN Position: Q1 2023 in Review

Veritable sold out of Sunrun (RUN) in Q1 2023, closing a stake of 10,273 shares — an estimated $247K sold.

Veritable first reported a position in RUN in Q4 2020 and held it in 3 quarters. The position peaked at $265K in Q4 2020. 409 funds tracked by Wall St. Rank hold RUN as of Q1 2023.

Veritable reported no remaining Sunrun position as of Q1 2023 after selling out during the quarter.
Veritable sold 10,273 Sunrun shares in Q1 2023, an estimated $247K.
Veritable first reported a position in Sunrun in Q4 2020 and held it in 3 quarters.
Veritable's Sunrun position peaked at $265K in Q4 2020.
409 funds tracked by Wall St. Rank held Sunrun as of Q1 2023.

Based on Veritable's 13F filing for Q1 2023, filed 12 May 2023.