Credit Agricole’s Sunworks, Inc. SUNW Stock Holding History

Credit Agricole’s Portfolio SUNW Stock Details SUNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-480	Closed	-$250	–	1000
2023 Q3	$250	Buy	+480	New	+$515	﹤0.01%	906
2023 Q1	–	Sell	-480	Closed	-$758	–	761
2022 Q4	$758	Hold	480	–	–	﹤0.01%	686
2022 Q3	$1K	Hold	480	–	–	﹤0.01%	671
2022 Q2	$1K	Hold	480	–	–	﹤0.01%	675
2022 Q1	$1K	Hold	480	–	–	﹤0.01%	697
2021 Q4	$1K	Hold	480	–	–	﹤0.01%	693
2021 Q3	$3K	Hold	480	–	–	﹤0.01%	654
2021 Q2	$5K	Buy	+480	New	+$4.96K	﹤0.01%	638
2020 Q1	–	Sell	-1	Closed	–	–	652
2019 Q4	$0	Hold	1	–	–	﹤0.01%	679
2019 Q3	$0	Buy	+1	New	+$3	﹤0.01%	674
2017 Q4	–	Sell	-58,559	Closed	-$643K	–	1157
2017 Q3	$643K	Buy	58,559 +8,748	+18%	+$103K	﹤0.01%	1174
2017 Q2	$610K	Buy	+49,811	New	+$540K	﹤0.01%	1182
2017 Q1	–	Sell	-56,664	Closed	-$793K	–	1708
2016 Q4	$793K	Buy	+56,664	New	+$1M	﹤0.01%	1147

Other funds holding SUNW

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Agricole's SUNW Position: Q4 2023 in Review

Credit Agricole sold out of Sunworks, Inc. (SUNW) in Q4 2023, closing a stake of 480 shares — an estimated $250 sold.

Credit Agricole first reported a position in SUNW in Q4 2016 and held it in 13 quarters. The position peaked at $793K in Q4 2016. 31 funds tracked by Wall St. Rank hold SUNW as of Q4 2023.

Credit Agricole reported no remaining Sunworks, Inc. position as of Q4 2023 after selling out during the quarter.
Credit Agricole sold 480 Sunworks, Inc. shares in Q4 2023, an estimated $250.
Credit Agricole first reported a position in Sunworks, Inc. in Q4 2016 and held it in 13 quarters.
Credit Agricole's Sunworks, Inc. position peaked at $793K in Q4 2016.
31 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q4 2023.

Based on Credit Agricole's 13F filing for Q4 2023, filed 13 Feb 2024.