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

ECP ControlCo’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 Q4	–	Sell	-207,769	Closed	-$93.5K	–	9
2023 Q3	$93.5K	Hold	207,769	–	–	0.02%	9
2023 Q2	$1.21M	Hold	207,769	–	–	0.24%	9
2023 Q1	$1.29M	Hold	207,769	–	–	0.26%	8
2022 Q4	$5.36M	Hold	207,769	–	–	1.08%	6
2022 Q3	$5.15M	Hold	207,769	–	–	1.04%	8
2022 Q2	$12.3M	Buy	+207,769	New	+$17.3M	2.7%	5

Other funds holding SUNL

AIC

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

ECP ControlCo's SUNL Position: Q4 2023 in Review

ECP ControlCo sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q4 2023, closing a stake of 207,769 shares — an estimated $93.5K sold.

ECP ControlCo first reported a position in SUNL in Q2 2022 and held it in 6 quarters. The position peaked at $12.3M in Q2 2022. 3 funds tracked by Wall St. Rank hold SUNL as of Q4 2023.

ECP ControlCo reported no remaining Sunlight Financial Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
ECP ControlCo sold 207,769 Sunlight Financial Holdings, Inc. shares in Q4 2023, an estimated $93.5K.
ECP ControlCo first reported a position in Sunlight Financial Holdings, Inc. in Q2 2022 and held it in 6 quarters.
ECP ControlCo's Sunlight Financial Holdings, Inc. position peaked at $12.3M in Q2 2022.
3 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q4 2023.

Based on ECP ControlCo's 13F filing for Q4 2023, filed 14 Feb 2024.