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

RhumbLine Advisers’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 Q3	–	Sell	-811	Closed	-$4.7K	–	4406
2023 Q2	$4.7K	Sell	811 -1,319	-62%	-$10K	﹤0.01%	4101
2023 Q1	$13K	Buy	2,130 +72	+3%	+$1.59K	﹤0.01%	2944
2022 Q4	$53K	Buy	2,058 +9	+0.4%	+$249	﹤0.01%	2955
2022 Q3	$51K	Buy	2,049 +176	+9%	+$11.3K	﹤0.01%	3043
2022 Q2	$111K	Buy	+1,873	New	+$156K	﹤0.01%	3025

Other funds holding SUNL

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

ACA

Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

RhumbLine Advisers's SUNL Position: Q3 2023 in Review

RhumbLine Advisers sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 811 shares — an estimated $4.7K sold.

RhumbLine Advisers first reported a position in SUNL in Q2 2022 and held it in 5 quarters. The position peaked at $111K in Q2 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

RhumbLine Advisers reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
RhumbLine Advisers sold 811 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $4.7K.
RhumbLine Advisers first reported a position in Sunlight Financial Holdings, Inc. in Q2 2022 and held it in 5 quarters.
RhumbLine Advisers's Sunlight Financial Holdings, Inc. position peaked at $111K in Q2 2022.
5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on RhumbLine Advisers's 13F filing for Q3 2023, filed 9 Nov 2023.