Northern Trust
SUNL

Northern Trust’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Northern Trust’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
-3,101
Closed -$18K – 4573
2023
Q2 		$18K Sell
3,101
-7,533
-71% -$57.2K ﹤0.01% 4427
2023
Q1 		$66.4K Buy
10,634
+242
+2% +$5.33K ﹤0.01% 4191
2022
Q4 		$268K Sell
10,392
-203
-2% -$5.62K ﹤0.01% 3734
2022
Q3 		$263K Sell
10,595
-375
-3% -$24.1K ﹤0.01% 3742
2022
Q2 		$647K Buy
10,970
+7,996
+269% +$666K ﹤0.01% 3462
2022
Q1 		$300K Sell
2,974
-179
-6% -$13.9K ﹤0.01% 3948
2021
Q4 		$301K Hold
3,153
– – ﹤0.01% 4016
2021
Q3 		$335K Buy
+3,153
New +$446K ﹤0.01% 3929

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

Northern Trust's SUNL Position: Q3 2023 in Review

Northern Trust sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 3,101 shares — an estimated $18K sold.

Northern Trust first reported a position in SUNL in Q3 2021 and held it in 8 quarters. The position peaked at $647K in Q2 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Northern Trust reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Northern Trust sold 3,101 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $18K.
  • Northern Trust first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 8 quarters.
  • Northern Trust's Sunlight Financial Holdings, Inc. position peaked at $647K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Northern Trust's 13F filing for Q3 2023, filed 13 Nov 2023.