BlackRock
SUNL

BlackRock’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

BlackRock’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
-28,117
Closed -$163K – 5590
2023
Q2 		$163K Sell
28,117
-78,824
-74% -$598K ﹤0.01% 4784
2023
Q1 		$668K Buy
106,941
+18,130
+20% +$399K ﹤0.01% 4460
2022
Q4 		$2.29M Buy
88,811
+1,895
+2% +$52.5K ﹤0.01% 4081
2022
Q3 		$2.15M Sell
86,916
-1,486
-2% -$95.4K ﹤0.01% 4162
2022
Q2 		$5.22M Buy
88,402
+62,095
+236% +$5.18M ﹤0.01% 3798
2022
Q1 		$2.65M Buy
26,307
+5,011
+24% +$388K ﹤0.01% 4272
2021
Q4 		$2.04M Buy
21,296
+16,534
+347% +$1.59M ﹤0.01% 4399
2021
Q3 		$506K Buy
+4,762
New +$673K ﹤0.01% 4748

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 $200M AUM 23.6% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 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

BlackRock's SUNL Position: Q3 2023 in Review

BlackRock sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 28,117 shares — an estimated $163K sold.

BlackRock first reported a position in SUNL in Q3 2021 and held it in 8 quarters. The position peaked at $5.22M in Q2 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • BlackRock reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • BlackRock sold 28,117 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $163K.
  • BlackRock first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 8 quarters.
  • BlackRock's Sunlight Financial Holdings, Inc. position peaked at $5.22M in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on BlackRock's 13F filing for Q3 2023, filed 13 Nov 2023.