Ares Management’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Ares Management’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 Q3	–	Sell	-146,649	Closed	-$851K	–	45
2023 Q2	$851K	Hold	146,649	–	–	0.02%	37
2023 Q1	$916K	Hold	146,649	–	–	0.05%	37
2022 Q4	$3.78M	Hold	146,649	–	–	0.19%	30
2022 Q3	$3.64M	Hold	146,649	–	–	0.17%	30
2022 Q2	$8.65M	Buy	146,649 +58,446	+66%	+$4.87M	0.44%	20
2022 Q1	$8.89M	Buy	+88,203	New	+$6.84M	0.34%	21

Other funds holding SUNL

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

ACA

Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Ares Management's SUNL Position: Q3 2023 in Review

Ares Management sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 146,649 shares — an estimated $851K sold.

Ares Management first reported a position in SUNL in Q1 2022 and held it in 6 quarters. The position peaked at $8.89M in Q1 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

Ares Management reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
Ares Management sold 146,649 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $851K.
Ares Management first reported a position in Sunlight Financial Holdings, Inc. in Q1 2022 and held it in 6 quarters.
Ares Management's Sunlight Financial Holdings, Inc. position peaked at $8.89M in Q1 2022.
5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Ares Management's 13F filing for Q3 2023, filed 14 Nov 2023.