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
-314,800
Closed -$2.11M – 475
2023
Q2 		$2.11M Sell
314,800
-36,000
-10% -$271K 0.08% 205
2023
Q1 		$2.7M Buy
+350,800
New +$2.81M 0.11% 192
2022
Q2 		– Sell
-1,089,200
Closed -$5.47M – 460
2022
Q1 		$5.47M Buy
1,089,200
+939,200
+626% +$4.95M 0.25% 114
2021
Q4 		$1.04M Buy
+150,000
New +$1.09M 0.06% 251

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 $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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.