Vanguard Group
SUNL

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

Vanguard 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
-105,342
Closed -$611K – 4594
2023
Q2 		$611K Sell
105,342
-4,845
-4% -$36.8K ﹤0.01% 4067
2023
Q1 		$688K Buy
110,187
+94
+0.1% +$2.07K ﹤0.01% 4027
2022
Q4 		$2.84M Sell
110,093
-4,924
-4% -$136K ﹤0.01% 3535
2022
Q3 		$2.85M Buy
115,017
+5,860
+5% +$376K ﹤0.01% 3606
2022
Q2 		$6.44M Buy
109,157
+5,991
+6% +$499K ﹤0.01% 3238
2022
Q1 		$10.4M Buy
103,166
+28,379
+38% +$2.2M ﹤0.01% 3125
2021
Q4 		$7.15M Buy
74,787
+6,897
+10% +$664K ﹤0.01% 3417
2021
Q3 		$7.21M Buy
+67,890
New +$9.6M ﹤0.01% 3433

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

Vanguard Group's SUNL Position: Q3 2023 in Review

Vanguard Group sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 105,342 shares — an estimated $611K sold.

Vanguard Group first reported a position in SUNL in Q3 2021 and held it in 8 quarters. The position peaked at $10.4M in Q1 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Vanguard Group reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Vanguard Group sold 105,342 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $611K.
  • Vanguard Group first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 8 quarters.
  • Vanguard Group's Sunlight Financial Holdings, Inc. position peaked at $10.4M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Vanguard Group's 13F filing for Q3 2023, filed 14 Nov 2023.