EH
STKL

Equitable Holdings’s SunOpta STKL Stock Holding History

Equitable Holdings’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
-10,125
Closed -$64.6K – 1336
2024
Q3 		$64.6K Sell
10,125
-79
-0.8% -$463 ﹤0.01% 1243
2024
Q2 		$55.1K Hold
10,204
– – ﹤0.01% 1190
2024
Q1 		$70.1K Hold
10,204
– – ﹤0.01% 1139
2023
Q4 		$55.8K Hold
10,204
– – ﹤0.01% 1108
2023
Q3 		$34.4K Hold
10,204
– – ﹤0.01% 1060
2023
Q2 		$68.3K Hold
10,204
– – ﹤0.01% 1025
2023
Q1 		$78.6K Hold
10,204
– – ﹤0.01% 962
2022
Q4 		$86.1K Hold
10,204
– – ﹤0.01% 890
2022
Q3 		$93K Hold
10,204
– – ﹤0.01% 852
2022
Q2 		$79K Buy
+10,204
New +$67.2K ﹤0.01% 845

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

Equitable Holdings's STKL Position: Q4 2024 in Review

Equitable Holdings sold out of SunOpta (STKL) in Q4 2024, closing a stake of 10,125 shares — an estimated $64.6K sold.

Equitable Holdings first reported a position in STKL in Q2 2022 and held it in 10 quarters. The position peaked at $93K in Q3 2022. 208 funds tracked by Wall St. Rank hold STKL as of Q4 2024.

  • Equitable Holdings reported no remaining SunOpta position as of Q4 2024 after selling out during the quarter.
  • Equitable Holdings sold 10,125 SunOpta shares in Q4 2024, an estimated $64.6K.
  • Equitable Holdings first reported a position in SunOpta in Q2 2022 and held it in 10 quarters.
  • Equitable Holdings's SunOpta position peaked at $93K in Q3 2022.
  • 208 funds tracked by Wall St. Rank held SunOpta as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.