Invesco
SUNL

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

Invesco’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
Q2 		– Sell
-673
Closed -$4.2K – 3999
2023
Q1 		$4.2K Sell
673
-30
-4% -$661 ﹤0.01% 3857
2022
Q4 		$18.1K Sell
703
-259,780
-100% -$7.19M ﹤0.01% 3980
2022
Q3 		$6.46M Buy
260,483
+62,513
+32% +$4.01M ﹤0.01% 2063
2022
Q2 		$11.7M Buy
197,970
+2,074
+1% +$173K ﹤0.01% 1739
2022
Q1 		$19.7M Sell
195,896
-84,057
-30% -$6.52M 0.01% 1526
2021
Q4 		$26.8M Buy
+279,953
New +$27M 0.01% 1371

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AllianceBernstein
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
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRP
Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

Invesco's SUNL Position: Q2 2023 in Review

Invesco sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2023, closing a stake of 673 shares — an estimated $4.2K sold.

Invesco first reported a position in SUNL in Q4 2021 and held it in 6 quarters. The position peaked at $26.8M in Q4 2021. 48 funds tracked by Wall St. Rank hold SUNL as of Q2 2023.

  • Invesco reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
  • Invesco sold 673 Sunlight Financial Holdings, Inc. shares in Q2 2023, an estimated $4.2K.
  • Invesco first reported a position in Sunlight Financial Holdings, Inc. in Q4 2021 and held it in 6 quarters.
  • Invesco's Sunlight Financial Holdings, Inc. position peaked at $26.8M in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2023.

Based on Invesco's 13F filing for Q2 2023, filed 11 Aug 2023.