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

Bank of Montreal’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	-3,212	Closed	-$83.5K	–	4378
2022 Q4	$83.5K	Buy	3,212 +2,212	+221%	+$61.2K	﹤0.01%	3416
2022 Q3	$51K	Sell	1,000 -27,059	-96%	-$1.74M	﹤0.01%	3633
2022 Q2	$1.76M	Buy	+28,059	New	+$2.34M	﹤0.01%	1964

Other funds holding SUNL

FMC

FTV Management Company San Francisco, California $514M AUM 4.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 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 $150B AUM 40.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DRP

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

Bank of Montreal's SUNL Position: Q1 2023 in Review

Bank of Montreal sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q1 2023, closing a stake of 3,212 shares — an estimated $83.5K sold.

Bank of Montreal first reported a position in SUNL in Q2 2022 and held it in 3 quarters. The position peaked at $1.76M in Q2 2022. 60 funds tracked by Wall St. Rank hold SUNL as of Q1 2023.

Bank of Montreal reported no remaining Sunlight Financial Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
Bank of Montreal sold 3,212 Sunlight Financial Holdings, Inc. shares in Q1 2023, an estimated $83.5K.
Bank of Montreal first reported a position in Sunlight Financial Holdings, Inc. in Q2 2022 and held it in 3 quarters.
Bank of Montreal's Sunlight Financial Holdings, Inc. position peaked at $1.76M in Q2 2022.
60 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.