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
2022 Q1	–	Sell	-4,115	Closed	-$393K	–	14309
2021 Q4	$393K	Sell	4,115 -9,650	-70%	-$929K	﹤0.01%	9833
2021 Q3	$1.46M	Buy	13,765 +9,925	+258%	+$1.4M	﹤0.01%	6559
2021 Q2	$767K	Sell	3,840 -360	-9%	-$72K	﹤0.01%	8492
2021 Q1	$879K	Buy	+4,200	New	+$983K	﹤0.01%	8072

Other funds holding SUNL

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.