OCM
SUNL

Ovata Capital Management’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Ovata Capital Management’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
-41
Closed -$4K – 182
2022
Q1 		$4K Buy
+41
New +$3.18K ﹤0.01% 163

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

Ovata Capital Management's SUNL Position: Q2 2022 in Review

Ovata Capital Management sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2022, closing a stake of 41 shares — an estimated $4K sold.

Ovata Capital Management first reported a position in SUNL in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 76 funds tracked by Wall St. Rank hold SUNL as of Q2 2022.

  • Ovata Capital Management reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
  • Ovata Capital Management sold 41 Sunlight Financial Holdings, Inc. shares in Q2 2022, an estimated $4K.
  • Ovata Capital Management first reported a position in Sunlight Financial Holdings, Inc. in Q1 2022 and held it in 1 quarter.
  • Ovata Capital Management's Sunlight Financial Holdings, Inc. position peaked at $4K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2022.

Based on Ovata Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.