FIM
STKL

Freedom Investment Management’s SunOpta STKL Stock Holding History

Freedom 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
-13,146
Closed -$111K – 790
2022
Q4 		$111K Sell
13,146
-764
-5% -$7.21K 0.01% 682
2022
Q3 		$127K Sell
13,910
-605
-4% -$5.74K 0.01% 685
2022
Q2 		$113K Buy
14,515
+254
+2% +$1.67K 0.01% 697
2022
Q1 		$72K Buy
+14,261
New +$75.2K 0.01% 756

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

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

Freedom Investment Management sold out of SunOpta (STKL) in Q1 2023, closing a stake of 13,146 shares — an estimated $111K sold.

Freedom Investment Management first reported a position in STKL in Q1 2022 and held it in 4 quarters. The position peaked at $127K in Q3 2022. 182 funds tracked by Wall St. Rank hold STKL as of Q1 2023.

  • Freedom Investment Management reported no remaining SunOpta position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 13,146 SunOpta shares in Q1 2023, an estimated $111K.
  • Freedom Investment Management first reported a position in SunOpta in Q1 2022 and held it in 4 quarters.
  • Freedom Investment Management's SunOpta position peaked at $127K in Q3 2022.
  • 182 funds tracked by Wall St. Rank held SunOpta as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.