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Rockbridge Investment Management’s Sundial Growers SNDL Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-30
Closed -$50 – 534
2023
Q4 		$50 Buy
+30
New +$45 ﹤0.01% 661
2022
Q3 		– Sell
-68
Closed -$221 – 512
2022
Q2 		$221 Hold
68
– – ﹤0.01% 625
2022
Q1 		$473 Buy
68
+38
+127% +$210 ﹤0.01% 766
2021
Q4 		$0 Hold
30
– – ﹤0.01% 824
2021
Q3 		$0 Hold
30
– – ﹤0.01% 761
2021
Q2 		$0 Buy
30
+10
+50% +$91 ﹤0.01% 758
2021
Q1 		$0 Buy
+20
New +$238 ﹤0.01% 754

Other funds holding SNDL

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rockbridge Investment Management's SNDL Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Sundial Growers (SNDL) in Q1 2024, closing a stake of 30 shares — an estimated $50 sold.

Rockbridge Investment Management first reported a position in SNDL in Q1 2021 and held it in 7 quarters. The position peaked at $473 in Q1 2022. 114 funds tracked by Wall St. Rank hold SNDL as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Sundial Growers position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 30 Sundial Growers shares in Q1 2024, an estimated $50.
  • Rockbridge Investment Management first reported a position in Sundial Growers in Q1 2021 and held it in 7 quarters.
  • Rockbridge Investment Management's Sundial Growers position peaked at $473 in Q1 2022.
  • 114 funds tracked by Wall St. Rank held Sundial Growers as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.