Bank of Montreal
SUNL

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 		$51 Sell
1,000
-27,059
-96% -$1.74M ﹤0.01% 3633
2022
Q2 		$1.76K Buy
+28,059
New +$2.34M ﹤0.01% 1964

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
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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 $83.5K in Q4 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 $83.5K in Q4 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.