BTI
STKL

Blue Trust Inc’s SunOpta STKL Stock Holding History

Blue Trust Inc’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-328
Closed -$1.77K – 2935
2024
Q3 		$1.77K Buy
+328
New +$1.92K ﹤0.01% 2602
2023
Q3 		– Sell
-525
Closed -$4K – 2276
2023
Q2 		$4K Sell
525
-519
-50% -$3.91K ﹤0.01% 1622
2023
Q1 		$9K Hold
1,044
– – ﹤0.01% 1636
2022
Q4 		$10K Buy
1,044
+519
+99% +$4.9K ﹤0.01% 1542
2022
Q3 		$4K Buy
+525
New +$4.98K ﹤0.01% 1648

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blue Trust Inc's STKL Position: Q4 2024 in Review

Blue Trust Inc sold out of SunOpta (STKL) in Q4 2024, closing a stake of 328 shares — an estimated $1.77K sold.

Blue Trust Inc first reported a position in STKL in Q3 2022 and held it in 5 quarters. The position peaked at $10K in Q4 2022. 208 funds tracked by Wall St. Rank hold STKL as of Q4 2024.

  • Blue Trust Inc reported no remaining SunOpta position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 328 SunOpta shares in Q4 2024, an estimated $1.77K.
  • Blue Trust Inc first reported a position in SunOpta in Q3 2022 and held it in 5 quarters.
  • Blue Trust Inc's SunOpta position peaked at $10K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held SunOpta as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.