JY
SUNL

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

Jeff Yass’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
-3,770
Closed -$21.9K – 13399
2023
Q2 		$21.9K Sell
3,770
-3,045
-45% -$23.1K ﹤0.01% 11618
2023
Q1 		$42.3K Sell
6,815
-4,740
-41% -$104K ﹤0.01% 11759
2022
Q4 		$298K Buy
11,555
+6,680
+137% +$185K ﹤0.01% 9115
2022
Q3 		$121K Sell
4,875
-55
-1% -$3.53K ﹤0.01% 11513
2022
Q2 		$291K Sell
4,930
-2,955
-37% -$246K ﹤0.01% 9644
2022
Q1 		$795K Sell
7,885
-9,350
-54% -$725K ﹤0.01% 7734
2021
Q4 		$1.65M Sell
17,235
-2,980
-15% -$287K ﹤0.01% 5986
2021
Q3 		$2.15M Buy
20,215
+10,645
+111% +$1.5M ﹤0.01% 5675
2021
Q2 		$1.91M Buy
9,570
+4,180
+78% +$836K ﹤0.01% 6021
2021
Q1 		$1.13M Buy
+5,390
New +$1.26M ﹤0.01% 7419

Other funds holding SUNL

EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 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 $522M AUM 26.29% 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

Jeff Yass's SUNL Position: Q3 2023 in Review

Jeff Yass sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 2,997 shares — an estimated $17.4K sold.

Jeff Yass first reported a position in SUNL in Q1 2021 and held it in 10 quarters. The position peaked at $2.86M in Q2 2021. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Jeff Yass reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Jeff Yass sold 2,997 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $17.4K.
  • Jeff Yass first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 10 quarters.
  • Jeff Yass's Sunlight Financial Holdings, Inc. position peaked at $2.86M in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Susquehanna International Group's 13F filing for Q3 2023, filed 14 Nov 2023.