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
2021 Q4	–	Sell	-9,430	Closed	-$1M	–	10982
2021 Q3	$1M	Sell	9,430 -220	-2%	-$31.1K	﹤0.01%	4196
2021 Q2	$1.93M	Buy	9,650 +4,935	+105%	+$987K	﹤0.01%	3613
2021 Q1	$986K	Buy	+4,715	New	+$1.1M	﹤0.01%	4262

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

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.