Morgan Stanley
SUNL

Morgan Stanley’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Morgan Stanley’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
-4,617
Closed -$26.8K – 7780
2023
Q2 		$26.8K Buy
4,617
+107
+2% +$812 ﹤0.01% 6460
2023
Q1 		$28.2K Sell
4,510
-9,039
-67% -$199K ﹤0.01% 6503
2022
Q4 		$350K Buy
13,549
+9,070
+203% +$251K ﹤0.01% 5416
2022
Q3 		$111K Sell
4,479
-2,594
-37% -$167K ﹤0.01% 6024
2022
Q2 		$417K Buy
7,073
+2,603
+58% +$217K ﹤0.01% 5506
2022
Q1 		$451K Buy
4,470
+2,850
+176% +$221K ﹤0.01% 5469
2021
Q4 		$155K Sell
1,620
-590
-27% -$56.8K ﹤0.01% 6197
2021
Q3 		$235K Buy
2,210
+1,409
+176% +$199K ﹤0.01% 5909
2021
Q2 		$160K Sell
801
-225
-22% -$45K ﹤0.01% 6125
2021
Q1 		$214K Buy
+1,026
New +$240K ﹤0.01% 5628

Other funds holding SUNL

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 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 $469M AUM 19.1% 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

Morgan Stanley's SUNL Position: Q3 2023 in Review

Morgan Stanley sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 4,617 shares — an estimated $26.8K sold.

Morgan Stanley first reported a position in SUNL in Q1 2021 and held it in 10 quarters. The position peaked at $451K in Q1 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Morgan Stanley reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Morgan Stanley sold 4,617 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $26.8K.
  • Morgan Stanley first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 10 quarters.
  • Morgan Stanley's Sunlight Financial Holdings, Inc. position peaked at $451K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Morgan Stanley's 13F filing for Q3 2023, filed 15 Nov 2023.