MG
SUNL

Michael Gelband’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Michael Gelband’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
-1,352
Closed -$80K – 2439
2022
Q2 		$80K Sell
1,352
-5,463
-80% -$455K ﹤0.01% 1763
2022
Q1 		$687K Buy
+6,815
New +$528K 0.01% 1356
2021
Q3 		– Sell
-21,000
Closed -$4.2M – 2819
2021
Q2 		$4.2M Sell
21,000
-2,500
-11% -$500K 0.05% 413
2021
Q1 		$4.92M Buy
+23,500
New +$5.5M 0.07% 274

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $514M AUM 4.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 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 $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Michael Gelband's SUNL Position: Q3 2022 in Review

Michael Gelband sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2022, closing a stake of 1,352 shares — an estimated $80K sold.

Michael Gelband first reported a position in SUNL in Q1 2021 and held it in 4 quarters. The position peaked at $4.92M in Q1 2021. 65 funds tracked by Wall St. Rank hold SUNL as of Q3 2022.

  • Michael Gelband reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2022 after selling out during the quarter.
  • Michael Gelband sold 1,352 Sunlight Financial Holdings, Inc. shares in Q3 2022, an estimated $80K.
  • Michael Gelband first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 4 quarters.
  • Michael Gelband's Sunlight Financial Holdings, Inc. position peaked at $4.92M in Q1 2021.
  • 65 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2022.

Based on ExodusPoint Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.