GMO (Jeremy Grantham) — RUN Trade History
Quarter-by-quarter changes in the SUNRUN INC position · CUSIP 86771W105
Currently held · 5.5 YearsFirst seen: 2021 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Add | 8,004,682 | 184,544 | +2.4% | $107.1M | 0.24% |
| 2026 Q1 | 2026-05-14 | Add | 7,820,138 | 2,404,700 | +44.4% | $106.0M | 0.27% |
| 2025 Q4 | 2026-02-17 | Reduce | 5,415,438 | -810,588 | -13.0% | $99.6M | 0.26% |
| 2025 Q3 | 2025-11-13 | Reduce | 6,226,026 | -4,391,430 | -41.4% | $107.6M | 0.30% |
| 2025 Q2 | 2025-08-13 | Reduce | 10,617,456 | -913,400 | -7.9% | $86.9M | 0.26% |
| 2025 Q1 | 2025-05-14 | Add | 11,530,856 | 908,426 | +8.6% | $67.6M | 0.21% |
| 2024 Q4 | 2025-02-13 | Reduce | 10,622,430 | -496,231 | -4.5% | $98.3M | 0.32% |
| 2024 Q3 | 2024-11-13 | Reduce | 11,118,661 | -5,191,879 | -31.8% | $200.8M | 0.63% |
| 2024 Q2 | 2024-08-13 | Add | 16,310,540 | 1,684,521 | +11.5% | $193.4M | 0.65% |
| 2024 Q1 | 2024-05-14 | Add | 14,626,019 | 1,924,635 | +15.2% | $192.8M | 0.70% |
| 2023 Q4 | 2024-02-13 | Reduce | 12,701,384 | -1,480,722 | -10.4% | $249.3M | 1.10% |
| 2023 Q3 | 2023-11-13 | Add | 14,182,106 | 3,748,696 | +35.9% | $178.1M | 0.84% |
| 2023 Q2 | 2023-08-14 | Reduce | 10,433,410 | -1,081,000 | -9.4% | $186.3M | 0.86% |
| 2023 Q1 | 2023-05-12 | Add | 11,514,410 | 4,501,071 | +64.2% | $232.0M | 1.18% |
| 2022 Q4 | 2023-02-13 | Add | 7,013,339 | 1,030,900 | +17.2% | $168.5M | 0.90% |
| 2022 Q3 | 2022-11-10 | Reduce | 5,982,439 | -199,126 | -3.2% | $165.1M | 0.95% |
| 2022 Q2 | 2022-08-12 | Add | 6,181,565 | 1,052,421 | +20.5% | $144.4M | 0.78% |
| 2022 Q1 | 2022-05-13 | Add | 5,129,144 | 3,107,537 | +153.7% | $155.8M | 0.75% |
| 2021 Q4 | 2022-02-11 | Add | 2,021,607 | 767,224 | +61.2% | $69.3M | 0.33% |
| 2021 Q3 | 2021-11-12 | Reduce | 1,254,383 | -37,332 | -2.9% | $55.2M | 0.27% |
| 2021 Q2 | 2021-08-12 | Add | 1,291,715 | 660,416 | +104.6% | $72.1M | 0.36% |
| 2021 Q1 | 2021-05-13 | New | 631,299 | 631,299 | — | $38.2M | 0.21% |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.