AB
SUNL

Amalgamated Bank’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Amalgamated Bank’s Portfolio SUNL Stock Details SUNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-197
Closed -$1K – 3185
2023
Q1 		$1K Sell
197
-31
-14% -$683 ﹤0.01% 2944
2022
Q4 		$6K Hold
228
– – ﹤0.01% 2930
2022
Q3 		$6K Hold
228
– – ﹤0.01% 2985
2022
Q2 		$13K Buy
+228
New +$19K ﹤0.01% 2956

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRP
Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

Amalgamated Bank's SUNL Position: Q2 2023 in Review

Amalgamated Bank sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2023, closing a stake of 197 shares — an estimated $1K sold.

Amalgamated Bank first reported a position in SUNL in Q2 2022 and held it in 4 quarters. The position peaked at $13K in Q2 2022. 48 funds tracked by Wall St. Rank hold SUNL as of Q2 2023.

  • Amalgamated Bank reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
  • Amalgamated Bank sold 197 Sunlight Financial Holdings, Inc. shares in Q2 2023, an estimated $1K.
  • Amalgamated Bank first reported a position in Sunlight Financial Holdings, Inc. in Q2 2022 and held it in 4 quarters.
  • Amalgamated Bank's Sunlight Financial Holdings, Inc. position peaked at $13K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2023.

Based on Amalgamated Bank's 13F filing for Q2 2023, filed 11 Aug 2023.