UOC
SUNL

UBS O'Connor’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

UBS O'Connor’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
2022
Q3 		– Sell
-20,230
Closed -$1.19M – 1027
2022
Q2 		$1.19M Buy
+20,230
New +$1.69M 0.01% 743
2022
Q1 		– Sell
-59,637
Closed -$5.7M – 453
2021
Q4 		$5.7M Buy
59,637
+33,520
+128% +$3.23M 0.05% 164
2021
Q3 		$2.77M Buy
+26,117
New +$3.69M 0.02% 440

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

UBS O'Connor's SUNL Position: Q3 2022 in Review

UBS O'Connor sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2022, closing a stake of 20,230 shares — an estimated $1.19M sold.

UBS O'Connor first reported a position in SUNL in Q3 2021 and held it in 3 quarters. The position peaked at $5.7M in Q4 2021. 65 funds tracked by Wall St. Rank hold SUNL as of Q3 2022.

  • UBS O'Connor reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2022 after selling out during the quarter.
  • UBS O'Connor sold 20,230 Sunlight Financial Holdings, Inc. shares in Q3 2022, an estimated $1.19M.
  • UBS O'Connor first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 3 quarters.
  • UBS O'Connor's Sunlight Financial Holdings, Inc. position peaked at $5.7M in Q4 2021.
  • 65 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2022.

Based on UBS O'Connor's 13F filing for Q3 2022, filed 14 Nov 2022.