ECM
STKL

Evergreen Capital Management’s SunOpta STKL Stock Holding History

Evergreen Capital 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
Q4 		– Sell
-10,977
Closed -$37K – 899
2023
Q3 		$37K Buy
+10,977
New +$55K ﹤0.01% 785

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
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Evergreen Capital Management's STKL Position: Q4 2023 in Review

Evergreen Capital Management sold out of SunOpta (STKL) in Q4 2023, closing a stake of 10,977 shares — an estimated $37K sold.

Evergreen Capital Management first reported a position in STKL in Q3 2023 and held it in 1 quarter. The position peaked at $37K in Q3 2023. 181 funds tracked by Wall St. Rank hold STKL as of Q4 2023.

  • Evergreen Capital Management reported no remaining SunOpta position as of Q4 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 10,977 SunOpta shares in Q4 2023, an estimated $37K.
  • Evergreen Capital Management first reported a position in SunOpta in Q3 2023 and held it in 1 quarter.
  • Evergreen Capital Management's SunOpta position peaked at $37K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held SunOpta as of Q4 2023.

Based on Evergreen Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.