JIC
SUNL

Juniper Investment Company’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Juniper Investment Company’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
Q3 		– Sell
-70,894
Closed -$4.18M – 10
2022
Q2 		$4.18M Hold
70,894
– – 3.63% 9
2022
Q1 		$7.15M Buy
+70,894
New +$5.5M 4.48% 7

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Juniper Investment Company's SUNL Position: Q3 2022 in Review

Juniper Investment Company sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2022, closing a stake of 70,894 shares — an estimated $4.18M sold.

Juniper Investment Company first reported a position in SUNL in Q1 2022 and held it in 2 quarters. The position peaked at $7.15M in Q1 2022. 65 funds tracked by Wall St. Rank hold SUNL as of Q3 2022.

  • Juniper Investment Company reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2022 after selling out during the quarter.
  • Juniper Investment Company sold 70,894 Sunlight Financial Holdings, Inc. shares in Q3 2022, an estimated $4.18M.
  • Juniper Investment Company first reported a position in Sunlight Financial Holdings, Inc. in Q1 2022 and held it in 2 quarters.
  • Juniper Investment Company's Sunlight Financial Holdings, Inc. position peaked at $7.15M in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2022.

Based on Juniper Investment Company's 13F filing for Q3 2022, filed 14 Nov 2022.