Y-Intercept (HK)’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Y-Intercept (HK)’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	-16,126	Closed	-$93.5K	–	1783
2023 Q2	$93.5K	Buy	+16,126	New	+$122K	0.01%	1113

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

Y-Intercept (HK)'s SUNL Position: Q3 2023 in Review

Y-Intercept (HK) sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 16,126 shares — an estimated $93.5K sold.

Y-Intercept (HK) first reported a position in SUNL in Q2 2023 and held it in 1 quarter. The position peaked at $93.5K in Q2 2023. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

Y-Intercept (HK) reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
Y-Intercept (HK) sold 16,126 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $93.5K.
Y-Intercept (HK) first reported a position in Sunlight Financial Holdings, Inc. in Q2 2023 and held it in 1 quarter.
Y-Intercept (HK)'s Sunlight Financial Holdings, Inc. position peaked at $93.5K in Q2 2023.
5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Y-Intercept (HK)'s 13F filing for Q3 2023, filed 14 Nov 2023.