HWAM
SUNS

Hennion & Walsh Asset Management’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Hennion & Walsh Asset Management’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-23,667
Closed -$360K – 773
2021
Q2 		$360K Sell
23,667
-2,613
-10% -$40.5K 0.02% 576
2021
Q1 		$386K Buy
+26,280
New +$394K 0.02% 542

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Hennion & Walsh Asset Management's SUNS Position: Q3 2021 in Review

Hennion & Walsh Asset Management sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q3 2021, closing a stake of 23,667 shares — an estimated $360K sold.

Hennion & Walsh Asset Management first reported a position in SUNS in Q1 2021 and held it in 2 quarters. The position peaked at $386K in Q1 2021. 37 funds tracked by Wall St. Rank hold SUNS as of Q3 2021.

  • Hennion & Walsh Asset Management reported no remaining SLR Senior Investment Corp. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 23,667 SLR Senior Investment Corp. Common Stock shares in Q3 2021, an estimated $360K.
  • Hennion & Walsh Asset Management first reported a position in SLR Senior Investment Corp. Common Stock in Q1 2021 and held it in 2 quarters.
  • Hennion & Walsh Asset Management's SLR Senior Investment Corp. Common Stock position peaked at $386K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q3 2021.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.