Wellington Management Group
SUNL

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

Wellington Management 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
-6,568
Closed -$697K – 2330
2021
Q3 		$697K Buy
+6,568
New +$928K ﹤0.01% 1850
2021
Q2 		– Sell
-3,309
Closed -$692K – 2301
2021
Q1 		$692K Buy
+3,309
New +$775K ﹤0.01% 1790

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group's SUNL Position: Q4 2021 in Review

Wellington Management Group sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q4 2021, closing a stake of 6,568 shares — an estimated $697K sold.

Wellington Management Group first reported a position in SUNL in Q1 2021 and held it in 2 quarters. The position peaked at $697K in Q3 2021. 65 funds tracked by Wall St. Rank hold SUNL as of Q4 2021.

  • Wellington Management Group reported no remaining Sunlight Financial Holdings, Inc. position as of Q4 2021 after selling out during the quarter.
  • Wellington Management Group sold 6,568 Sunlight Financial Holdings, Inc. shares in Q4 2021, an estimated $697K.
  • Wellington Management Group first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 2 quarters.
  • Wellington Management Group's Sunlight Financial Holdings, Inc. position peaked at $697K in Q3 2021.
  • 65 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q4 2021.

Based on Wellington Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.