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
-1,000
Closed -$26K – 4379
2022
Q4 		$26K Hold
1,000
– – ﹤0.01% 3653
2022
Q3 		$51K Hold
1,000
– – ﹤0.01% 3634
2022
Q2 		$63K Buy
+1,000
New +$83.4K ﹤0.01% 3573

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $514M AUM 4.45% 1-Year Est. Return
AllianceBernstein
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
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
AM
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
Neuberger Berman Group New York $150B AUM 40.08% 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 $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.