Mutual Advisors’s Sundial Growers SNDL Stock Holding History

Mutual Advisors’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
2022 Q3	–	Sell	-5,540	Closed	-$18K	–	935
2022 Q2	$18K	Hold	5,540	–	–	﹤0.01%	825
2022 Q1	$39K	Sell	5,540 -920	-14%	-$5.09K	﹤0.01%	855
2021 Q4	$37K	Buy	6,460 +2,500	+63%	+$16.4K	﹤0.01%	880
2021 Q3	$27K	Hold	3,960	–	–	﹤0.01%	860
2021 Q2	$38K	Buy	3,960 +1,000	+34%	+$9.13K	﹤0.01%	820
2021 Q1	$33K	Sell	2,960 -840	-22%	-$9.97K	﹤0.01%	766
2020 Q4	$18K	Buy	+3,800	New	+$13.1K	﹤0.01%	735

Other funds holding SNDL

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

Mutual Advisors's SNDL Position: Q3 2022 in Review

Mutual Advisors sold out of Sundial Growers (SNDL) in Q3 2022, closing a stake of 5,540 shares — an estimated $18K sold.

Mutual Advisors first reported a position in SNDL in Q4 2020 and held it in 7 quarters. The position peaked at $39K in Q1 2022. 90 funds tracked by Wall St. Rank hold SNDL as of Q3 2022.

Mutual Advisors reported no remaining Sundial Growers position as of Q3 2022 after selling out during the quarter.
Mutual Advisors sold 5,540 Sundial Growers shares in Q3 2022, an estimated $18K.
Mutual Advisors first reported a position in Sundial Growers in Q4 2020 and held it in 7 quarters.
Mutual Advisors's Sundial Growers position peaked at $39K in Q1 2022.
90 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2022.

Based on Mutual Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.