NewEdge Advisors’s SunOpta STKL Stock Holding History

NewEdge Advisors’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	–	Sell	-1,919	Closed	-$14.8K	–	4100
2024 Q4	$14.8K	Buy	+1,919	New	+$13.6K	﹤0.01%	2901
2024 Q2	–	Sell	-70	Closed	-$481	–	3990
2024 Q1	$481	Sell	70 -407	-85%	-$2.51K	﹤0.01%	3590
2023 Q4	$2.61K	Buy	477 +407	+581%	+$1.78K	﹤0.01%	3292
2023 Q3	$236	Sell	70 -320	-82%	-$1.6K	﹤0.01%	3311
2023 Q2	$2.61K	Buy	390 +90	+30%	+$677	﹤0.01%	3017
2023 Q1	$2.31K	Sell	300 -2,123	-88%	-$17K	﹤0.01%	2999
2022 Q4	$17.9K	Buy	+2,423	New	+$22.9K	﹤0.01%	2156

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 $5.72T AUM 30.48% 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

NewEdge Advisors's STKL Position: Q1 2025 in Review

NewEdge Advisors sold out of SunOpta (STKL) in Q1 2025, closing a stake of 1,919 shares — an estimated $14.8K sold.

NewEdge Advisors first reported a position in STKL in Q4 2022 and held it in 7 quarters. The position peaked at $17.9K in Q4 2022. 209 funds tracked by Wall St. Rank hold STKL as of Q1 2025.

NewEdge Advisors reported no remaining SunOpta position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 1,919 SunOpta shares in Q1 2025, an estimated $14.8K.
NewEdge Advisors first reported a position in SunOpta in Q4 2022 and held it in 7 quarters.
NewEdge Advisors's SunOpta position peaked at $17.9K in Q4 2022.
209 funds tracked by Wall St. Rank held SunOpta as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.