WPW
RUN icon

Waldron Private Wealth’s Sunrun RUN Stock Holding History

Waldron Private Wealth’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
2024
Q4 		– Sell
-7,457
Closed -$135K – 439
2024
Q3 		$135K Buy
+7,457
New +$133K 0.01% 408
2024
Q2 		– Sell
-10,459
Closed -$138K – 438
2024
Q1 		$138K Buy
+10,459
New +$144K 0.01% 408

Other funds holding RUN

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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waldron Private Wealth's RUN Position: Q4 2024 in Review

Waldron Private Wealth sold out of Sunrun (RUN) in Q4 2024, closing a stake of 7,457 shares — an estimated $135K sold.

Waldron Private Wealth first reported a position in RUN in Q1 2024 and held it in 2 quarters. The position peaked at $138K in Q1 2024. 397 funds tracked by Wall St. Rank hold RUN as of Q4 2024.

  • Waldron Private Wealth reported no remaining Sunrun position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 7,457 Sunrun shares in Q4 2024, an estimated $135K.
  • Waldron Private Wealth first reported a position in Sunrun in Q1 2024 and held it in 2 quarters.
  • Waldron Private Wealth's Sunrun position peaked at $138K in Q1 2024.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.