CIM
STKL

Caldwell Investment Management’s SunOpta STKL Stock Holding History

Caldwell Investment Management’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
2023
Q1 		– Sell
-178,400
Closed -$1.5M – 31
2022
Q4 		$1.5M Buy
+178,400
New +$1.68M 1.59% 18

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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Caldwell Investment Management's STKL Position: Q1 2023 in Review

Caldwell Investment Management sold out of SunOpta (STKL) in Q1 2023, closing a stake of 178,400 shares — an estimated $1.5M sold.

Caldwell Investment Management first reported a position in STKL in Q4 2022 and held it in 1 quarter. The position peaked at $1.5M in Q4 2022. 182 funds tracked by Wall St. Rank hold STKL as of Q1 2023.

  • Caldwell Investment Management reported no remaining SunOpta position as of Q1 2023 after selling out during the quarter.
  • Caldwell Investment Management sold 178,400 SunOpta shares in Q1 2023, an estimated $1.5M.
  • Caldwell Investment Management first reported a position in SunOpta in Q4 2022 and held it in 1 quarter.
  • Caldwell Investment Management's SunOpta position peaked at $1.5M in Q4 2022.
  • 182 funds tracked by Wall St. Rank held SunOpta as of Q1 2023.

Based on Caldwell Investment Management's 13F filing for Q1 2023, filed 16 May 2023.