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Montag & Associates’s Sundial Growers SNDL Stock Holding History

Montag & Associates’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50
Closed -$103 – 1036
2024
Q3 		$103 Buy
+50
New +$105 ﹤0.01% 1023

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PCM
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Montag & Associates's SNDL Position: Q4 2024 in Review

Montag & Associates sold out of Sundial Growers (SNDL) in Q4 2024, closing a stake of 50 shares — an estimated $103 sold.

Montag & Associates first reported a position in SNDL in Q3 2024 and held it in 1 quarter. The position peaked at $103 in Q3 2024. 130 funds tracked by Wall St. Rank hold SNDL as of Q4 2024.

  • Montag & Associates reported no remaining Sundial Growers position as of Q4 2024 after selling out during the quarter.
  • Montag & Associates sold 50 Sundial Growers shares in Q4 2024, an estimated $103.
  • Montag & Associates first reported a position in Sundial Growers in Q3 2024 and held it in 1 quarter.
  • Montag & Associates's Sundial Growers position peaked at $103 in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Sundial Growers as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.