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

Balyasny Asset 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 Q1	–	Sell	-1,285	Closed	-$33.1K	–	3325
2022 Q4	$33.1K	Buy	+1,285	New	+$35.6K	﹤0.01%	2409
2022 Q3	–	Sell	-89,114	Closed	-$5.72M	–	3393
2022 Q2	$5.26M	Sell	89,114 -16,934	-16%	-$1.41M	0.02%	912
2022 Q1	$10.7M	Sell	106,048 -75,280	-42%	-$5.84M	0.03%	671
2021 Q4	$17.3M	Buy	181,328 +121,202	+202%	+$11.7M	0.06%	468
2021 Q3	$6.38M	Buy	60,126 +19,976	+50%	+$2.82M	0.03%	739
2021 Q2	$8.02M	Sell	40,150 -36,567	-48%	-$7.31M	0.04%	574
2021 Q1	$16M	Buy	+76,717	New	+$18M	0.08%	340

Other funds holding SUNL

FMC

FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return

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

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

BHMP

Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DRP

Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return

Balyasny Asset Management's SUNL Position: Q1 2023 in Review

Balyasny Asset Management sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q1 2023, closing a stake of 1,285 shares — an estimated $33.1K sold.

Balyasny Asset Management first reported a position in SUNL in Q1 2021 and held it in 7 quarters. The position peaked at $17.3M in Q4 2021. 60 funds tracked by Wall St. Rank hold SUNL as of Q1 2023.

Balyasny Asset Management reported no remaining Sunlight Financial Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
Balyasny Asset Management sold 1,285 Sunlight Financial Holdings, Inc. shares in Q1 2023, an estimated $33.1K.
Balyasny Asset Management first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 7 quarters.
Balyasny Asset Management's Sunlight Financial Holdings, Inc. position peaked at $17.3M in Q4 2021.
60 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q1 2023.

Based on Balyasny Asset Management's 13F filing for Q1 2023, filed 15 May 2023.