RI
STKL

Ridgewood Investments’s SunOpta STKL Stock Holding History

Ridgewood Investments’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
2023
Q3 		– Sell
-2,500
Closed -$16.7K – 678
2023
Q2 		$16.7K Hold
2,500
– – 0.01% 461
2023
Q1 		$19.3K Buy
+2,500
New +$20K 0.01% 462

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ridgewood Investments's STKL Position: Q3 2023 in Review

Ridgewood Investments sold out of SunOpta (STKL) in Q3 2023, closing a stake of 2,500 shares — an estimated $16.7K sold.

Ridgewood Investments first reported a position in STKL in Q1 2023 and held it in 2 quarters. The position peaked at $19.3K in Q1 2023. 170 funds tracked by Wall St. Rank hold STKL as of Q3 2023.

  • Ridgewood Investments reported no remaining SunOpta position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 2,500 SunOpta shares in Q3 2023, an estimated $16.7K.
  • Ridgewood Investments first reported a position in SunOpta in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's SunOpta position peaked at $19.3K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held SunOpta as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.