Uniplan Investment Counsel’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Uniplan Investment Counsel’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	-31,179	Closed	-$1.84M	–	136
2022 Q2	$1.84M	Buy	31,179 +1,103	+4%	+$91.9K	0.13%	112
2022 Q1	$3.03M	Buy	30,076 +297	+1%	+$23K	0.18%	101
2021 Q4	$2.85M	Sell	29,779 -34	-0.1%	-$3.27K	0.16%	98
2021 Q3	$3.17M	Buy	29,813 +140	+0.5%	+$19.8K	0.19%	92
2021 Q2	$5.93M	Buy	29,673 +6,494	+28%	+$1.3M	0.35%	53
2021 Q1	$4.85M	Buy	+23,179	New	+$5.43M	0.31%	63

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Uniplan Investment Counsel's SUNL Position: Q3 2022 in Review

Uniplan Investment Counsel sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2022, closing a stake of 31,179 shares — an estimated $1.84M sold.

Uniplan Investment Counsel first reported a position in SUNL in Q1 2021 and held it in 6 quarters. The position peaked at $5.93M in Q2 2021. 65 funds tracked by Wall St. Rank hold SUNL as of Q3 2022.

Uniplan Investment Counsel reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2022 after selling out during the quarter.
Uniplan Investment Counsel sold 31,179 Sunlight Financial Holdings, Inc. shares in Q3 2022, an estimated $1.84M.
Uniplan Investment Counsel first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 6 quarters.
Uniplan Investment Counsel's Sunlight Financial Holdings, Inc. position peaked at $5.93M in Q2 2021.
65 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2022.

Based on Uniplan Investment Counsel's 13F filing for Q3 2022, filed 14 Nov 2022.