Coatue Management
SUNL

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

Coatue Management’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
2022
Q1 		– Sell
-139,762
Closed -$13.4M – 89
2021
Q4 		$13.4M Sell
139,762
-10,238
-7% -$986K 0.06% 66
2021
Q3 		$15.9M Buy
+150,000
New +$21.2M 0.06% 68

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Coatue Management's SUNL Position: Q1 2022 in Review

Coatue Management sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q1 2022, closing a stake of 139,762 shares — an estimated $13.4M sold.

Coatue Management first reported a position in SUNL in Q3 2021 and held it in 2 quarters. The position peaked at $15.9M in Q3 2021. 65 funds tracked by Wall St. Rank hold SUNL as of Q1 2022.

  • Coatue Management reported no remaining Sunlight Financial Holdings, Inc. position as of Q1 2022 after selling out during the quarter.
  • Coatue Management sold 139,762 Sunlight Financial Holdings, Inc. shares in Q1 2022, an estimated $13.4M.
  • Coatue Management first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 2 quarters.
  • Coatue Management's Sunlight Financial Holdings, Inc. position peaked at $15.9M in Q3 2021.
  • 65 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q1 2022.

Based on Coatue Management's 13F filing for Q1 2022, filed 16 May 2022.