JGC
SUNL

J. Goldman & Co’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

J. Goldman & Co’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
-3,000
Closed -$1.27K – 529
2023
Q2 		$1.27K Hold
3,000
– – ﹤0.01% 365
2023
Q1 		$2.2K Hold
3,000
– – ﹤0.01% 345
2022
Q4 		$9.84K Hold
3,000
– – ﹤0.01% 340
2022
Q3 		$8K Hold
3,000
– – ﹤0.01% 362
2022
Q2 		$22K Hold
3,000
– – ﹤0.01% 331
2022
Q1 		$52K Sell
3,000
-8,630
-74% -$669K ﹤0.01% 332
2021
Q4 		$865K Buy
11,630
+8,630
+288% +$831K 0.05% 263
2021
Q3 		$66K Buy
+3,000
New +$424K ﹤0.01% 322
2021
Q2 		– Sell
-3,000
Closed -$106K – 554
2021
Q1 		$106K Buy
+3,000
New +$702K ﹤0.01% 412

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 $508M AUM 24.82% 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

J. Goldman & Co's SUNL Position: Q4 2022 in Review

J. Goldman & Co sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q4 2022, closing a stake of 3,750 shares — an estimated $104K sold.

J. Goldman & Co first reported a position in SUNL in Q1 2021 and held it in 3 quarters. The position peaked at $7.93M in Q1 2021. 70 funds tracked by Wall St. Rank hold SUNL as of Q4 2022.

  • J. Goldman & Co reported no remaining Sunlight Financial Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
  • J. Goldman & Co sold 3,750 Sunlight Financial Holdings, Inc. shares in Q4 2022, an estimated $104K.
  • J. Goldman & Co first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 3 quarters.
  • J. Goldman & Co's Sunlight Financial Holdings, Inc. position peaked at $7.93M in Q1 2021.
  • 70 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q4 2022.

Based on J. Goldman & Co's 13F filing for Q4 2022, filed 14 Feb 2023.