Gradient Investments’s SunOpta STKL Stock Holding History

Gradient Investments’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 Q3	–	Sell	-200	Closed	-$1.08K	–	1154
2024 Q2	$1.08K	Buy	+200	New	+$1.18K	﹤0.01%	1067

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Gradient Investments's STKL Position: Q3 2024 in Review

Gradient Investments sold out of SunOpta (STKL) in Q3 2024, closing a stake of 200 shares — an estimated $1.08K sold.

Gradient Investments first reported a position in STKL in Q2 2024 and held it in 1 quarter. The position peaked at $1.08K in Q2 2024. 194 funds tracked by Wall St. Rank hold STKL as of Q3 2024.

Gradient Investments reported no remaining SunOpta position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 200 SunOpta shares in Q3 2024, an estimated $1.08K.
Gradient Investments first reported a position in SunOpta in Q2 2024 and held it in 1 quarter.
Gradient Investments's SunOpta position peaked at $1.08K in Q2 2024.
194 funds tracked by Wall St. Rank held SunOpta as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.