HighTower Advisors’s SunOpta STKL Stock Holding History

HighTower Advisors’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 Q2	–	Sell	-16,057	Closed	-$123K	–	3677
2023 Q1	$123K	Buy	16,057 +1,275	+9%	+$10.2K	﹤0.01%	2897
2022 Q4	$125K	Sell	14,782 -346	-2%	-$3.27K	﹤0.01%	2906
2022 Q3	$140K	Buy	+15,128	New	+$143K	﹤0.01%	2696
2020 Q1	–	Sell	-10,709	Closed	-$28K	–	2480
2019 Q4	$28K	Buy	+10,709	New	+$23.8K	﹤0.01%	2149

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HighTower Advisors's STKL Position: Q2 2023 in Review

HighTower Advisors sold out of SunOpta (STKL) in Q2 2023, closing a stake of 16,057 shares — an estimated $123K sold.

HighTower Advisors first reported a position in STKL in Q4 2019 and held it in 4 quarters. The position peaked at $140K in Q3 2022. 184 funds tracked by Wall St. Rank hold STKL as of Q2 2023.

HighTower Advisors reported no remaining SunOpta position as of Q2 2023 after selling out during the quarter.
HighTower Advisors sold 16,057 SunOpta shares in Q2 2023, an estimated $123K.
HighTower Advisors first reported a position in SunOpta in Q4 2019 and held it in 4 quarters.
HighTower Advisors's SunOpta position peaked at $140K in Q3 2022.
184 funds tracked by Wall St. Rank held SunOpta as of Q2 2023.

Based on HighTower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.