SC
SUNL

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

Shay Capital’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
-13,571
Closed -$78.7K – 544
2023
Q2 		$78.7K Buy
+13,571
New +$103K 0.01% 348
2022
Q4 		– Sell
-10,337
Closed -$256K – 436
2022
Q3 		$256K Sell
10,337
-1,851
-15% -$119K 0.06% 217
2022
Q2 		$719K Sell
12,188
-38
-0.3% -$3.17K 0.14% 150
2022
Q1 		$1.23M Buy
12,226
+2,543
+26% +$197K 0.16% 109
2021
Q4 		$926K Buy
9,683
+5,817
+150% +$560K 0.15% 120
2021
Q3 		$411K Buy
+3,866
New +$547K 0.05% 286

Other funds holding SUNL

EC
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

Shay Capital's SUNL Position: Q3 2023 in Review

Shay Capital sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 13,571 shares — an estimated $78.7K sold.

Shay Capital first reported a position in SUNL in Q3 2021 and held it in 6 quarters. The position peaked at $1.23M in Q1 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Shay Capital reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Shay Capital sold 13,571 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $78.7K.
  • Shay Capital first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 6 quarters.
  • Shay Capital's Sunlight Financial Holdings, Inc. position peaked at $1.23M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Shay Capital's 13F filing for Q3 2023, filed 14 Nov 2023.