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Evermay Wealth Management’s Sundial Growers SNDL Stock Holding History

Evermay Wealth Management’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
2022
Q1 		– Sell
-965
Closed -$6K – 568
2021
Q4 		$6K Hold
965
– – ﹤0.01% 442
2021
Q3 		$7K Hold
965
– – ﹤0.01% 402
2021
Q2 		$9K Buy
+965
New +$8.81K ﹤0.01% 413

Other funds holding SNDL

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Evermay Wealth Management's SNDL Position: Q1 2022 in Review

Evermay Wealth Management sold out of Sundial Growers (SNDL) in Q1 2022, closing a stake of 965 shares — an estimated $6K sold.

Evermay Wealth Management first reported a position in SNDL in Q2 2021 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 159 funds tracked by Wall St. Rank hold SNDL as of Q1 2022.

  • Evermay Wealth Management reported no remaining Sundial Growers position as of Q1 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 965 Sundial Growers shares in Q1 2022, an estimated $6K.
  • Evermay Wealth Management first reported a position in Sundial Growers in Q2 2021 and held it in 3 quarters.
  • Evermay Wealth Management's Sundial Growers position peaked at $9K in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Sundial Growers as of Q1 2022.

Based on Evermay Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.