JGC
STKL

J. Goldman & Co’s SunOpta STKL Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-2,120,717
Closed -$14.2M – 476
2023
Q2 		$14.2M Buy
2,120,717
+1,412,082
+199% +$10.6M 0.52% 60
2023
Q1 		$5.46M Buy
+708,635
New +$5.67M 0.22% 137
2022
Q3 		– Sell
-1,541,455
Closed -$12M – 490
2022
Q2 		$12M Buy
1,541,455
+485,403
+46% +$3.2M 0.58% 48
2022
Q1 		$5.3M Buy
1,056,052
+552,785
+110% +$2.91M 0.24% 118
2021
Q4 		$3.5M Buy
+503,267
New +$3.64M 0.19% 145

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

J. Goldman & Co's STKL Position: Q3 2023 in Review

J. Goldman & Co sold out of SunOpta (STKL) in Q3 2023, closing a stake of 2,120,717 shares — an estimated $14.2M sold.

J. Goldman & Co first reported a position in STKL in Q4 2021 and held it in 5 quarters. The position peaked at $14.2M in Q2 2023. 170 funds tracked by Wall St. Rank hold STKL as of Q3 2023.

  • J. Goldman & Co reported no remaining SunOpta position as of Q3 2023 after selling out during the quarter.
  • J. Goldman & Co sold 2,120,717 SunOpta shares in Q3 2023, an estimated $14.2M.
  • J. Goldman & Co first reported a position in SunOpta in Q4 2021 and held it in 5 quarters.
  • J. Goldman & Co's SunOpta position peaked at $14.2M in Q2 2023.
  • 170 funds tracked by Wall St. Rank held SunOpta as of Q3 2023.

Based on J. Goldman & Co's 13F filing for Q3 2023, filed 14 Nov 2023.