SCP
SUNL

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

Soroban 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
2021
Q3 		– Sell
-44,230
Closed -$8.84M – 50
2021
Q2 		$8.84M Sell
44,230
-34,682
-44% -$6.93M 0.07% 45
2021
Q1 		$16.5M Buy
+78,912
New +$18.5M 0.14% 45

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BNP Paribas Asset Management
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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

Soroban Capital Partners's SUNL Position: Q3 2021 in Review

Soroban Capital Partners sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2021, closing a stake of 44,230 shares — an estimated $8.84M sold.

Soroban Capital Partners first reported a position in SUNL in Q1 2021 and held it in 2 quarters. The position peaked at $16.5M in Q1 2021. 68 funds tracked by Wall St. Rank hold SUNL as of Q3 2021.

  • Soroban Capital Partners reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Soroban Capital Partners sold 44,230 Sunlight Financial Holdings, Inc. shares in Q3 2021, an estimated $8.84M.
  • Soroban Capital Partners first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 2 quarters.
  • Soroban Capital Partners's Sunlight Financial Holdings, Inc. position peaked at $16.5M in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2021.

Based on Soroban Capital Partners's 13F filing for Q3 2021, filed 15 Nov 2021.