OQS
SUNL

Occudo Quantitative Strategies’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Occudo Quantitative Strategies’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
2022
Q2 		– Sell
-3,294
Closed -$332K – 1454
2022
Q1 		$332K Sell
3,294
-1,871
-36% -$145K 0.03% 785
2021
Q4 		$494K Buy
+5,165
New +$497K 0.04% 615

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Occudo Quantitative Strategies's SUNL Position: Q2 2022 in Review

Occudo Quantitative Strategies sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2022, closing a stake of 3,294 shares — an estimated $332K sold.

Occudo Quantitative Strategies first reported a position in SUNL in Q4 2021 and held it in 2 quarters. The position peaked at $494K in Q4 2021. 76 funds tracked by Wall St. Rank hold SUNL as of Q2 2022.

  • Occudo Quantitative Strategies reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 3,294 Sunlight Financial Holdings, Inc. shares in Q2 2022, an estimated $332K.
  • Occudo Quantitative Strategies first reported a position in Sunlight Financial Holdings, Inc. in Q4 2021 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Sunlight Financial Holdings, Inc. position peaked at $494K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2022, filed 15 Aug 2022.