WHG
RUN icon

Westwood Holdings Group’s Sunrun RUN Stock Holding History

Westwood Holdings Group’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
Q4 		– Sell
-257,095
Closed -$3.23M – 473
2023
Q3 		$3.23M Buy
257,095
+318
+0.1% +$5.23K 0.03% 268
2023
Q2 		$4.59M Hold
256,777
– – 0.04% 257
2023
Q1 		$5.17M Buy
256,777
+45,938
+22% +$1.07M 0.05% 247
2022
Q4 		$5.06M Buy
+210,839
New +$5.63M 0.04% 245

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Westwood Holdings Group's RUN Position: Q4 2023 in Review

Westwood Holdings Group sold out of Sunrun (RUN) in Q4 2023, closing a stake of 257,095 shares — an estimated $3.23M sold.

Westwood Holdings Group first reported a position in RUN in Q4 2022 and held it in 4 quarters. The position peaked at $5.17M in Q1 2023. 401 funds tracked by Wall St. Rank hold RUN as of Q4 2023.

  • Westwood Holdings Group reported no remaining Sunrun position as of Q4 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 257,095 Sunrun shares in Q4 2023, an estimated $3.23M.
  • Westwood Holdings Group first reported a position in Sunrun in Q4 2022 and held it in 4 quarters.
  • Westwood Holdings Group's Sunrun position peaked at $5.17M in Q1 2023.
  • 401 funds tracked by Wall St. Rank held Sunrun as of Q4 2023.

Based on Westwood Holdings Group's 13F filing for Q4 2023, filed 13 Feb 2024.