Lindbrook Capital’s SunOpta STKL Stock Holding History

Lindbrook Capital’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
2025 Q1	$10.1K	Sell	2,088 -562	-21%	-$3.74K	﹤0.01%	1647
2024 Q4	$20.4K	Buy	2,650 +104	+4%	+$735	﹤0.01%	1280
2024 Q3	$16.2K	Buy	2,546 +475	+23%	+$2.78K	﹤0.01%	1406
2024 Q2	$11.2K	Buy	2,071 +41	+2%	+$241	﹤0.01%	1567
2024 Q1	$13.9K	Buy	2,030 +123	+6%	+$760	﹤0.01%	1387
2023 Q4	$10.4K	Buy	1,907 +1,615	+553%	+$7.07K	﹤0.01%	1530
2023 Q3	$984	Sell	292 -1,442	-83%	-$7.22K	﹤0.01%	2364
2023 Q2	$11.6K	Hold	1,734	–	–	﹤0.01%	1373
2023 Q1	$13.4K	Hold	1,734	–	–	﹤0.01%	1276
2022 Q4	$14.6K	Hold	1,734	–	–	﹤0.01%	1235
2022 Q3	$16K	Hold	1,734	–	–	﹤0.01%	1112
2022 Q2	$13K	Buy	1,734 +757	+77%	+$4.99K	﹤0.01%	1156
2022 Q1	$5K	Sell	977 -426	-30%	-$2.25K	﹤0.01%	1619
2021 Q4	$10K	Buy	1,403 +521	+59%	+$3.77K	﹤0.01%	1283
2021 Q3	$8K	Hold	882	–	–	﹤0.01%	1098
2021 Q2	$11K	Hold	882	–	–	﹤0.01%	1027
2021 Q1	$13K	Hold	882	–	–	﹤0.01%	923
2020 Q4	$10K	Hold	882	–	–	﹤0.01%	923
2020 Q3	$7K	Hold	882	–	–	﹤0.01%	979
2020 Q2	$4K	Buy	+882	New	+$3.12K	﹤0.01%	1204
2019 Q4	–	Sell	-1,894	Closed	-$3K	–	1547
2019 Q3	$3K	Hold	1,894	–	–	﹤0.01%	1209
2019 Q2	$6K	Buy	+1,894	New	+$6.98K	﹤0.01%	1023

Other funds holding STKL

OCM

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CLG

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

GIM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's STKL Position: Q1 2025 in Review

Lindbrook Capital reduced its SunOpta (STKL) stake by 21% in Q1 2025, selling an estimated $3.74K and leaving 2,088 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Lindbrook Capital first reported a position in STKL in Q2 2019 and has held it in 22 quarters since. The position peaked at $20.4K in Q4 2024. 209 funds tracked by Wall St. Rank hold STKL as of Q1 2025.

Lindbrook Capital held 2,088 shares of SunOpta worth $10.1K as of Q1 2025.
Lindbrook Capital sold 562 SunOpta shares in Q1 2025, an estimated $3.74K.
SunOpta made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1647 holding.
Lindbrook Capital first reported a position in SunOpta in Q2 2019 and has held it in 22 quarters since.
Lindbrook Capital's SunOpta position peaked at $20.4K in Q4 2024.
209 funds tracked by Wall St. Rank held SunOpta as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.