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

Nuveen’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 Q2	–	Sell	-2,921	Closed	-$19K	–	3346
2023 Q1	$19K	Sell	2,921 -350	-11%	-$7.71K	﹤0.01%	3099
2022 Q4	$84K	Buy	3,271 +599	+22%	+$16.6K	﹤0.01%	3120
2022 Q3	$66K	Sell	2,672 -13	-0.5%	-$835	﹤0.01%	3165
2022 Q2	$158K	Buy	+2,685	New	+$224K	﹤0.01%	3171

Other funds holding SUNL

FMC

FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DRP

Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return

BHMP

Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

Nuveen's SUNL Position: Q2 2023 in Review

Nuveen sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2023, closing a stake of 2,921 shares — an estimated $19K sold.

Nuveen first reported a position in SUNL in Q2 2022 and held it in 4 quarters. The position peaked at $158K in Q2 2022. 48 funds tracked by Wall St. Rank hold SUNL as of Q2 2023.

Nuveen reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
Nuveen sold 2,921 Sunlight Financial Holdings, Inc. shares in Q2 2023, an estimated $19K.
Nuveen first reported a position in Sunlight Financial Holdings, Inc. in Q2 2022 and held it in 4 quarters.
Nuveen's Sunlight Financial Holdings, Inc. position peaked at $158K in Q2 2022.
48 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2023.

Based on Nuveen's 13F filing for Q2 2023, filed 14 Aug 2023.