Principal Financial Group
STKL

Principal Financial Group’s SunOpta STKL Stock Holding History

Principal Financial 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
Q3 		– Sell
-12,393
Closed -$66.9K – 2399
2024
Q2 		$66.9K Sell
12,393
-32
-0.3% -$188 ﹤0.01% 2254
2024
Q1 		$85.4K Buy
12,425
+1,917
+18% +$11.8K ﹤0.01% 2290
2023
Q4 		$57.5K Buy
+10,508
New +$46K ﹤0.01% 2320
2023
Q3 		– Sell
-10,665
Closed -$71.3K – 2463
2023
Q2 		$71.3K Sell
10,665
-157
-1% -$1.18K ﹤0.01% 2335
2023
Q1 		$83.3K Sell
10,822
-43,633
-80% -$349K ﹤0.01% 2323
2022
Q4 		$460K Buy
54,455
+40,506
+290% +$383K ﹤0.01% 1999
2022
Q3 		$127K Sell
13,949
-43,780
-76% -$415K ﹤0.01% 2286
2022
Q2 		$449K Buy
+57,729
New +$380K ﹤0.01% 2083

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Principal Financial Group's STKL Position: Q3 2024 in Review

Principal Financial Group sold out of SunOpta (STKL) in Q3 2024, closing a stake of 12,393 shares — an estimated $66.9K sold.

Principal Financial Group first reported a position in STKL in Q2 2022 and held it in 8 quarters. The position peaked at $460K in Q4 2022. 194 funds tracked by Wall St. Rank hold STKL as of Q3 2024.

  • Principal Financial Group reported no remaining SunOpta position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 12,393 SunOpta shares in Q3 2024, an estimated $66.9K.
  • Principal Financial Group first reported a position in SunOpta in Q2 2022 and held it in 8 quarters.
  • Principal Financial Group's SunOpta position peaked at $460K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held SunOpta as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.