RA
SUNL

Royce & Associates’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Royce & Associates’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
2021
Q3 		– Sell
-4,038
Closed -$807K – 1026
2021
Q2 		$807K Buy
+4,038
New +$807K 0.01% 873

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Royce & Associates's SUNL Position: Q3 2021 in Review

Royce & Associates sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2021, closing a stake of 4,038 shares — an estimated $807K sold.

Royce & Associates first reported a position in SUNL in Q2 2021 and held it in 1 quarter. The position peaked at $807K in Q2 2021. 68 funds tracked by Wall St. Rank hold SUNL as of Q3 2021.

  • Royce & Associates reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Royce & Associates sold 4,038 Sunlight Financial Holdings, Inc. shares in Q3 2021, an estimated $807K.
  • Royce & Associates first reported a position in Sunlight Financial Holdings, Inc. in Q2 2021 and held it in 1 quarter.
  • Royce & Associates's Sunlight Financial Holdings, Inc. position peaked at $807K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2021.

Based on Royce & Associates's 13F filing for Q3 2021, filed 10 Nov 2021.