Goldman Sachs
SUNL

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

Goldman Sachs’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
-2,419
Closed -$14K – 6025
2023
Q2 		$14K Sell
2,419
-6,110
-72% -$46.4K ﹤0.01% 5571
2023
Q1 		$53.3K Sell
8,529
-12,728
-60% -$280K ﹤0.01% 5540
2022
Q4 		$548K Buy
21,257
+11,848
+126% +$328K ﹤0.01% 4819
2022
Q3 		$233K Buy
9,409
+4,670
+99% +$300K ﹤0.01% 5415
2022
Q2 		$280K Buy
4,739
+3,338
+238% +$278K ﹤0.01% 5465
2022
Q1 		$141K Buy
+1,401
New +$109K ﹤0.01% 5993
2021
Q3 		– Sell
-638
Closed -$127K – 6606
2021
Q2 		$127K Sell
638
-4,612
-88% -$922K ﹤0.01% 5888
2021
Q1 		$1.1M Buy
+5,250
New +$1.23M ﹤0.01% 4534

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

Goldman Sachs's SUNL Position: Q3 2023 in Review

Goldman Sachs sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 2,419 shares — an estimated $14K sold.

Goldman Sachs first reported a position in SUNL in Q1 2021 and held it in 8 quarters. The position peaked at $1.1M in Q1 2021. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Goldman Sachs reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Goldman Sachs sold 2,419 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $14K.
  • Goldman Sachs first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 8 quarters.
  • Goldman Sachs's Sunlight Financial Holdings, Inc. position peaked at $1.1M in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Goldman Sachs's 13F filing for Q3 2023, filed 14 Nov 2023.