Citigroup
SUNL

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

Citigroup’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
-128
Closed -$740 – 5865
2023
Q2 		$740 Buy
128
+89
+228% +$675 ﹤0.01% 5355
2023
Q1 		$241 Buy
39
+31
+388% +$683 ﹤0.01% 5250
2022
Q4 		$210 Sell
8
-10
-56% -$277 ﹤0.01% 5595
2022
Q3 		$0 Sell
18
-278
-94% -$17.8K ﹤0.01% 6519
2022
Q2 		$17K Sell
296
-6,836
-96% -$570K ﹤0.01% 5108
2022
Q1 		$719K Buy
7,132
+6,849
+2,420% +$531K ﹤0.01% 3246
2021
Q4 		$27K Buy
283
+163
+136% +$15.7K ﹤0.01% 5312
2021
Q3 		$13K Buy
+120
New +$17K ﹤0.01% 5413

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 $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

Citigroup's SUNL Position: Q3 2023 in Review

Citigroup sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 128 shares — an estimated $740 sold.

Citigroup first reported a position in SUNL in Q3 2021 and held it in 8 quarters. The position peaked at $719K in Q1 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Citigroup reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Citigroup sold 128 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $740.
  • Citigroup first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 8 quarters.
  • Citigroup's Sunlight Financial Holdings, Inc. position peaked at $719K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Citigroup's 13F filing for Q3 2023, filed 9 Nov 2023.