YCM
SUNL

Yaupon Capital Management’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Yaupon Capital Management’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
Q2 		– Sell
-6,304
Closed -$635K – 89
2022
Q1 		$635K Hold
6,304
– – 0.34% 49
2021
Q4 		$603K Hold
6,304
– – 0.34% 50
2021
Q3 		$669K Buy
6,304
+5,975
+1,816% +$845K 0.39% 43
2021
Q2 		$66K Hold
329
– – 0.04% 53
2021
Q1 		$69K Buy
+329
New +$77K 0.06% 60

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
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Yaupon Capital Management's SUNL Position: Q2 2022 in Review

Yaupon Capital Management sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2022, closing a stake of 6,304 shares — an estimated $635K sold.

Yaupon Capital Management first reported a position in SUNL in Q1 2021 and held it in 5 quarters. The position peaked at $669K in Q3 2021. 76 funds tracked by Wall St. Rank hold SUNL as of Q2 2022.

  • Yaupon Capital Management reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
  • Yaupon Capital Management sold 6,304 Sunlight Financial Holdings, Inc. shares in Q2 2022, an estimated $635K.
  • Yaupon Capital Management first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 5 quarters.
  • Yaupon Capital Management's Sunlight Financial Holdings, Inc. position peaked at $669K in Q3 2021.
  • 76 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2022.

Based on Yaupon Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.