Lokken Investment Group’s SunOpta STKL Stock Holding History

Lokken Investment Group’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 Q4	–	Sell	-101,497	Closed	-$648K	–	157
2024 Q3	$648K	Hold	101,497	–	–	0.27%	78
2024 Q2	$548K	Hold	101,497	–	–	0.26%	81
2024 Q1	$697K	Hold	101,497	–	–	0.35%	69
2023 Q4	$555K	Hold	101,497	–	–	0.31%	73
2023 Q3	$342K	Hold	101,497	–	–	0.22%	91
2023 Q2	$679K	Buy	101,497 +12,000	+13%	+$90.3K	0.44%	56
2023 Q1	$689K	Hold	89,497	–	–	0.52%	46
2022 Q4	$755K	Hold	89,497	–	–	0.6%	40
2022 Q3	$814K	Hold	89,497	–	–	0.7%	33
2022 Q2	$696K	Hold	89,497	–	–	0.56%	38
2022 Q1	$491K	Buy	89,497 +31,000	+53%	+$163K	0.39%	57
2021 Q4	$407K	Buy	58,497 +3,500	+6%	+$25.3K	0.29%	74
2021 Q3	$491K	Hold	54,997	–	–	0.39%	53
2021 Q2	$673K	Hold	54,997	–	–	0.55%	43
2021 Q1	$812K	Sell	54,997 -210	-0.4%	-$3.01K	0.72%	33
2020 Q4	$644K	Buy	+55,207	New	+$486K	0.59%	37

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

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

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

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

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lokken Investment Group's STKL Position: Q4 2024 in Review

Lokken Investment Group sold out of SunOpta (STKL) in Q4 2024, closing a stake of 101,497 shares — an estimated $648K sold.

Lokken Investment Group first reported a position in STKL in Q4 2020 and held it in 16 quarters. The position peaked at $814K in Q3 2022. 208 funds tracked by Wall St. Rank hold STKL as of Q4 2024.

Lokken Investment Group reported no remaining SunOpta position as of Q4 2024 after selling out during the quarter.
Lokken Investment Group sold 101,497 SunOpta shares in Q4 2024, an estimated $648K.
Lokken Investment Group first reported a position in SunOpta in Q4 2020 and held it in 16 quarters.
Lokken Investment Group's SunOpta position peaked at $814K in Q3 2022.
208 funds tracked by Wall St. Rank held SunOpta as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.