State Street’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

State Street’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	-5,996	Closed	-$34.8K	–	4677
2023 Q2	$34.8K	Sell	5,996 -13,886	-70%	-$105K	﹤0.01%	4509
2023 Q1	$124K	Buy	19,882 +110	+0.6%	+$2.42K	﹤0.01%	4253
2022 Q4	$510K	Sell	19,772 -18,515	-48%	-$513K	﹤0.01%	3765
2022 Q3	$950K	Buy	38,287 +857	+2%	+$55K	﹤0.01%	3607
2022 Q2	$2.21M	Buy	37,430 +31,434	+524%	+$2.62M	﹤0.01%	3445
2022 Q1	$604K	Buy	5,996 +536	+10%	+$41.5K	﹤0.01%	3967
2021 Q4	$522K	Hold	5,460	–	–	﹤0.01%	4005
2021 Q3	$580K	Buy	+5,460	New	+$772K	﹤0.01%	3922

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

State Street's SUNL Position: Q3 2023 in Review

State Street sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 5,996 shares — an estimated $34.8K sold.

State Street first reported a position in SUNL in Q3 2021 and held it in 8 quarters. The position peaked at $2.21M in Q2 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

State Street reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
State Street sold 5,996 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $34.8K.
State Street first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 8 quarters.
State Street's Sunlight Financial Holdings, Inc. position peaked at $2.21M in Q2 2022.
5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on State Street's 13F filing for Q3 2023, filed 14 Nov 2023.