Neuberger Berman Group
SUNL

Neuberger Berman Group’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Neuberger Berman Group’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
-1,229
Closed -$7.13K – 1904
2023
Q2 		$7.13K Sell
1,229
-124,771
-99% -$947K ﹤0.01% 1790
2023
Q1 		$787K Buy
126,000
+26,000
+26% +$573K ﹤0.01% 1324
2022
Q4 		$2.58M Sell
100,000
-3,438
-3% -$95.2K ﹤0.01% 1015
2022
Q3 		$2.56M Sell
103,438
-32,298
-24% -$2.07M ﹤0.01% 1027
2022
Q2 		$8.01M Sell
135,736
-34,319
-20% -$2.86M 0.01% 794
2022
Q1 		$16.9M Buy
170,055
+126
+0.1% +$9.77K 0.01% 704
2021
Q4 		$16.2M Buy
169,929
+23,550
+16% +$2.27M 0.01% 735
2021
Q3 		$15.5M Buy
+146,379
New +$20.7M 0.01% 741

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

Neuberger Berman Group's SUNL Position: Q3 2023 in Review

Neuberger Berman Group sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 1,229 shares — an estimated $7.13K sold.

Neuberger Berman Group first reported a position in SUNL in Q3 2021 and held it in 8 quarters. The position peaked at $16.9M in Q1 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Neuberger Berman Group reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Neuberger Berman Group sold 1,229 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $7.13K.
  • Neuberger Berman Group first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 8 quarters.
  • Neuberger Berman Group's Sunlight Financial Holdings, Inc. position peaked at $16.9M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Neuberger Berman Group's 13F filing for Q3 2023, filed 14 Nov 2023.