Geode Capital Management
SUNL

Geode Capital Management’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Geode Capital Management’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
-16,992
Closed -$98.6K – 4842
2023
Q2 		$98.6K Sell
16,992
-12,499
-42% -$94.8K ﹤0.01% 4337
2023
Q1 		$184K Buy
29,491
+783
+3% +$17.2K ﹤0.01% 4092
2022
Q4 		$740K Buy
28,708
+324
+1% +$8.97K ﹤0.01% 3501
2022
Q3 		$703K Buy
28,384
+21
+0.1% +$1.35K ﹤0.01% 3562
2022
Q2 		$1.67M Buy
28,363
+11,679
+70% +$973K ﹤0.01% 3183
2022
Q1 		$1.68M Buy
16,684
+2,891
+21% +$224K ﹤0.01% 3346
2021
Q4 		$1.32M Buy
13,793
+9,706
+237% +$935K ﹤0.01% 3573
2021
Q3 		$434K Buy
+4,087
New +$578K ﹤0.01% 4099

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 $208M AUM 11.42% 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

Geode Capital Management's SUNL Position: Q3 2023 in Review

Geode Capital Management sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 16,992 shares — an estimated $98.6K sold.

Geode Capital Management first reported a position in SUNL in Q3 2021 and held it in 8 quarters. The position peaked at $1.68M in Q1 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Geode Capital Management reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Geode Capital Management sold 16,992 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $98.6K.
  • Geode Capital Management first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 8 quarters.
  • Geode Capital Management's Sunlight Financial Holdings, Inc. position peaked at $1.68M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Geode Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.