MSD Partners’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

MSD Partners’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	-29,500	Closed	-$171K	–	71
2023 Q2	$171K	Hold	29,500	–	–	0.02%	47
2023 Q1	$184K	Hold	29,500	–	–	0.02%	47
2022 Q4	$761K	Hold	29,500	–	–	0.08%	45
2022 Q3	$732K	Hold	29,500	–	–	0.06%	52
2022 Q2	$1.74M	Hold	29,500	–	–	0.11%	47
2022 Q1	$2.97M	Sell	29,500 -59,000	-67%	-$4.57M	0.16%	40
2021 Q4	$8.46M	Buy	+88,500	New	+$8.52M	0.09%	61

Other funds holding SUNL

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

ACA

Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 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

MSD Partners's SUNL Position: Q3 2023 in Review

MSD Partners sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 29,500 shares — an estimated $171K sold.

MSD Partners first reported a position in SUNL in Q4 2021 and held it in 7 quarters. The position peaked at $8.46M in Q4 2021. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

MSD Partners reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
MSD Partners sold 29,500 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $171K.
MSD Partners first reported a position in Sunlight Financial Holdings, Inc. in Q4 2021 and held it in 7 quarters.
MSD Partners's Sunlight Financial Holdings, Inc. position peaked at $8.46M in Q4 2021.
5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on MSD Partners's 13F filing for Q3 2023, filed 14 Nov 2023.