KPF
SUNL

K2 Principal Fund’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

K2 Principal Fund’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
2021
Q3 		– Sell
-12,497
Closed -$2.5M – 419
2021
Q2 		$2.5M Buy
+12,497
New +$2.5M 0.21% 141

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

K2 Principal Fund's SUNL Position: Q3 2021 in Review

K2 Principal Fund sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2021, closing a stake of 12,497 shares — an estimated $2.5M sold.

K2 Principal Fund first reported a position in SUNL in Q2 2021 and held it in 1 quarter. The position peaked at $2.5M in Q2 2021. 68 funds tracked by Wall St. Rank hold SUNL as of Q3 2021.

  • K2 Principal Fund reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • K2 Principal Fund sold 12,497 Sunlight Financial Holdings, Inc. shares in Q3 2021, an estimated $2.5M.
  • K2 Principal Fund first reported a position in Sunlight Financial Holdings, Inc. in Q2 2021 and held it in 1 quarter.
  • K2 Principal Fund's Sunlight Financial Holdings, Inc. position peaked at $2.5M in Q2 2021.
  • 68 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2021.

Based on K2 Principal Fund's 13F filing for Q3 2021, filed 12 Nov 2021.