Pacific Ridge Capital Partners’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Pacific Ridge Capital Partners’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 Q1	–	Sell	-40,346	Closed	-$1.04M	–	133
2022 Q4	$1.04M	Sell	40,346 -717	-2%	-$19.9K	0.25%	97
2022 Q3	$1.02M	Sell	41,063 -1,162	-3%	-$74.6K	0.26%	91
2022 Q2	$2.49M	Sell	42,225 -4,105	-9%	-$342K	0.59%	60
2022 Q1	$4.67M	Buy	46,330 +28,350	+158%	+$2.2M	0.89%	56
2021 Q4	$1.72M	Buy	+17,980	New	+$1.73M	0.31%	81

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

BHMP

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DRP

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

Pacific Ridge Capital Partners's SUNL Position: Q1 2023 in Review

Pacific Ridge Capital Partners sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q1 2023, closing a stake of 40,346 shares — an estimated $1.04M sold.

Pacific Ridge Capital Partners first reported a position in SUNL in Q4 2021 and held it in 5 quarters. The position peaked at $4.67M in Q1 2022. 60 funds tracked by Wall St. Rank hold SUNL as of Q1 2023.

Pacific Ridge Capital Partners reported no remaining Sunlight Financial Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
Pacific Ridge Capital Partners sold 40,346 Sunlight Financial Holdings, Inc. shares in Q1 2023, an estimated $1.04M.
Pacific Ridge Capital Partners first reported a position in Sunlight Financial Holdings, Inc. in Q4 2021 and held it in 5 quarters.
Pacific Ridge Capital Partners's Sunlight Financial Holdings, Inc. position peaked at $4.67M in Q1 2022.
60 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q1 2023.

Based on Pacific Ridge Capital Partners's 13F filing for Q1 2023, filed 12 May 2023.