Bank of New York Mellon
SUNL

Bank of New York Mellon’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Bank of New York Mellon’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
-2,920
Closed -$16.9K – 4450
2023
Q2 		$16.9K Sell
2,920
-2,764
-49% -$21K ﹤0.01% 4305
2023
Q1 		$35.5K Sell
5,684
-302
-5% -$6.65K ﹤0.01% 4248
2022
Q4 		$154K Buy
5,986
+2,575
+75% +$71.3K ﹤0.01% 4043
2022
Q3 		$84K Buy
3,411
+424
+14% +$27.2K ﹤0.01% 4236
2022
Q2 		$176K Buy
2,987
+2,267
+315% +$189K ﹤0.01% 4104
2022
Q1 		$73K Hold
720
– – ﹤0.01% 4467
2021
Q4 		$69K Hold
720
– – ﹤0.01% 4458
2021
Q3 		$77K Buy
+720
New +$102K ﹤0.01% 4379

Other funds holding SUNL

EC
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 $508M AUM 24.82% 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

Bank of New York Mellon's SUNL Position: Q3 2023 in Review

Bank of New York Mellon sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 2,920 shares — an estimated $16.9K sold.

Bank of New York Mellon first reported a position in SUNL in Q3 2021 and held it in 8 quarters. The position peaked at $176K in Q2 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Bank of New York Mellon reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bank of New York Mellon sold 2,920 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $16.9K.
  • Bank of New York Mellon first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 8 quarters.
  • Bank of New York Mellon's Sunlight Financial Holdings, Inc. position peaked at $176K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Bank of New York Mellon's 13F filing for Q3 2023, filed 24 Oct 2023.