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

Penserra 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 Q3	–	Sell	-205	Closed	-$12K	–	1341
2022 Q2	$12K	Sell	205 -168	-45%	-$14K	﹤0.01%	1216
2022 Q1	$37K	Buy	373 +79	+27%	+$6.12K	﹤0.01%	1089
2021 Q4	$28K	Sell	294 -142	-33%	-$13.7K	﹤0.01%	1175
2021 Q3	$46K	Buy	436 +31	+8%	+$4.38K	﹤0.01%	1072
2021 Q2	$80K	Buy	+405	New	+$81K	﹤0.01%	863

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Penserra Capital Management's SUNL Position: Q3 2022 in Review

Penserra Capital Management sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2022, closing a stake of 205 shares — an estimated $12K sold.

Penserra Capital Management first reported a position in SUNL in Q2 2021 and held it in 5 quarters. The position peaked at $80K in Q2 2021. 65 funds tracked by Wall St. Rank hold SUNL as of Q3 2022.

Penserra Capital Management reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2022 after selling out during the quarter.
Penserra Capital Management sold 205 Sunlight Financial Holdings, Inc. shares in Q3 2022, an estimated $12K.
Penserra Capital Management first reported a position in Sunlight Financial Holdings, Inc. in Q2 2021 and held it in 5 quarters.
Penserra Capital Management's Sunlight Financial Holdings, Inc. position peaked at $80K in Q2 2021.
65 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2022.

Based on Penserra Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.