UBS Group
SUNL

UBS Group’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

UBS Group’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
-1,083
Closed -$6.28K – 10274
2023
Q2 		$6.28K Buy
1,083
+698
+181% +$5.3K ﹤0.01% 7379
2023
Q1 		$2.4K Buy
385
+50
+15% +$1.1K ﹤0.01% 8520
2022
Q4 		$8.63K Buy
+335
New +$9.28K ﹤0.01% 8751
2022
Q2 		– Sell
-181
Closed -$18K – 11332
2022
Q1 		$18K Sell
181
-593
-77% -$46K ﹤0.01% 7606
2021
Q4 		$74K Buy
774
+582
+303% +$56K ﹤0.01% 6567
2021
Q3 		$20K Buy
192
+171
+814% +$24.2K ﹤0.01% 7177
2021
Q2 		$4K Sell
21
-148
-88% -$29.6K ﹤0.01% 8730
2021
Q1 		$35K Buy
+169
New +$39.6K ﹤0.01% 6886

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

UBS Group's SUNL Position: Q3 2023 in Review

UBS Group sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 1,083 shares — an estimated $6.28K sold.

UBS Group first reported a position in SUNL in Q1 2021 and held it in 8 quarters. The position peaked at $74K in Q4 2021. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • UBS Group reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • UBS Group sold 1,083 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $6.28K.
  • UBS Group first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 8 quarters.
  • UBS Group's Sunlight Financial Holdings, Inc. position peaked at $74K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.