Bull Oak Capital’s Sundial Growers SNDL Stock Holding History

Bull Oak Capital’s Portfolio SNDL Stock Details SNDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$950	–	65
2023 Q3	$950	Buy	+500	New	+$841	﹤0.01%	74

Other funds holding SNDL

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bull Oak Capital's SNDL Position: Q4 2023 in Review

Bull Oak Capital sold out of Sundial Growers (SNDL) in Q4 2023, closing a stake of 500 shares — an estimated $950 sold.

Bull Oak Capital first reported a position in SNDL in Q3 2023 and held it in 1 quarter. The position peaked at $950 in Q3 2023. 109 funds tracked by Wall St. Rank hold SNDL as of Q4 2023.

Bull Oak Capital reported no remaining Sundial Growers position as of Q4 2023 after selling out during the quarter.
Bull Oak Capital sold 500 Sundial Growers shares in Q4 2023, an estimated $950.
Bull Oak Capital first reported a position in Sundial Growers in Q3 2023 and held it in 1 quarter.
Bull Oak Capital's Sundial Growers position peaked at $950 in Q3 2023.
109 funds tracked by Wall St. Rank held Sundial Growers as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.