FMC
SUNL

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

FTV Management Company’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
Q3 		– Sell
-1,263,577
Closed -$7.33M – 2
2023
Q2 		$7.33M Hold
1,263,577
– – 1.97% 2
2023
Q1 		$7.83M Hold
1,263,577
– – 2.33% 2
2022
Q4 		$32.6M Hold
1,263,577
– – 9.72% 2
2022
Q3 		$31.3M Hold
1,263,577
– – 7.5% 2
2022
Q2 		$74.6M Hold
1,263,577
– – 18.92% 2
2022
Q1 		$127M Hold
1,263,577
– – 24.24% 2
2021
Q4 		$121M Hold
1,263,577
– – 15.56% 2
2021
Q3 		$121M Buy
+1,263,577
New +$179M 100% 1

Other funds holding SUNL

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

FTV Management Company's SUNL Position: Q3 2023 in Review

FTV Management Company sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 1,263,577 shares — an estimated $7.33M sold.

FTV Management Company first reported a position in SUNL in Q3 2021 and held it in 8 quarters. The position peaked at $127M in Q1 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • FTV Management Company reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • FTV Management Company sold 1,263,577 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $7.33M.
  • FTV Management Company first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 8 quarters.
  • FTV Management Company's Sunlight Financial Holdings, Inc. position peaked at $127M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on FTV Management Company's 13F filing for Q3 2023, filed 15 May 2024.