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

Ergoteles’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	-7,273	Closed	-$188K	–	1943
2022 Q4	$188K	Buy	7,273 +5,063	+229%	+$140K	0.01%	1096
2022 Q3	$55K	Buy	+2,210	New	+$142K	﹤0.01%	1435
2022 Q2	–	Sell	-535	Closed	-$54K	–	2107
2022 Q1	$54K	Buy	+535	New	+$41.5K	﹤0.01%	1152

Other funds holding SUNL

FMC

FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

BHMP

Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

DRP

Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return

Ergoteles's SUNL Position: Q1 2023 in Review

Ergoteles sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q1 2023, closing a stake of 7,273 shares — an estimated $188K sold.

Ergoteles first reported a position in SUNL in Q1 2022 and held it in 3 quarters. The position peaked at $188K in Q4 2022. 60 funds tracked by Wall St. Rank hold SUNL as of Q1 2023.

Ergoteles reported no remaining Sunlight Financial Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 7,273 Sunlight Financial Holdings, Inc. shares in Q1 2023, an estimated $188K.
Ergoteles first reported a position in Sunlight Financial Holdings, Inc. in Q1 2022 and held it in 3 quarters.
Ergoteles's Sunlight Financial Holdings, Inc. position peaked at $188K in Q4 2022.
60 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.