DB
SUNL

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

Dmitry Balyasny’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
Q1 		– Sell
-1,285
Closed -$33.1K – 3325
2022
Q4 		$33.1K Buy
+1,285
New +$35.6K ﹤0.01% 2409
2022
Q3 		– Sell
-89,114
Closed -$5.72M – 3393
2022
Q2 		$5.26M Sell
89,114
-16,934
-16% -$1.41M 0.02% 912
2022
Q1 		$10.7M Sell
106,048
-75,280
-42% -$5.84M 0.03% 671
2021
Q4 		$17.3M Buy
181,328
+121,202
+202% +$11.7M 0.06% 468
2021
Q3 		$6.38M Buy
60,126
+19,976
+50% +$2.82M 0.03% 739
2021
Q2 		$8.02M Sell
40,150
-36,567
-48% -$7.31M 0.04% 574
2021
Q1 		$16M Buy
+76,717
New +$18M 0.08% 340

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $514M AUM 4.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DRP
Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return

Dmitry Balyasny's SUNL Position: Q1 2023 in Review

Dmitry Balyasny sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q1 2023, closing a stake of 1,285 shares — an estimated $33.1K sold.

Dmitry Balyasny first reported a position in SUNL in Q1 2021 and held it in 7 quarters. The position peaked at $17.3M in Q4 2021. 60 funds tracked by Wall St. Rank hold SUNL as of Q1 2023.

  • Dmitry Balyasny reported no remaining Sunlight Financial Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
  • Dmitry Balyasny sold 1,285 Sunlight Financial Holdings, Inc. shares in Q1 2023, an estimated $33.1K.
  • Dmitry Balyasny first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 7 quarters.
  • Dmitry Balyasny's Sunlight Financial Holdings, Inc. position peaked at $17.3M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q1 2023.

Based on Balyasny Asset Management's 13F filing for Q1 2023, filed 15 May 2023.