SHIM
STKL

Stone House Investment Management’s SunOpta STKL Stock Holding History

Stone House Investment Management’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
Q1 		– Sell
-1,000
Closed -$5.47K – 440
2023
Q4 		$5.47K Hold
1,000
– – ﹤0.01% 199
2023
Q3 		$3.37K Hold
1,000
– – ﹤0.01% 232
2023
Q2 		$6.69K Buy
+1,000
New +$7.53K ﹤0.01% 188

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stone House Investment Management's STKL Position: Q1 2024 in Review

Stone House Investment Management sold out of SunOpta (STKL) in Q1 2024, closing a stake of 1,000 shares — an estimated $5.47K sold.

Stone House Investment Management first reported a position in STKL in Q2 2023 and held it in 3 quarters. The position peaked at $6.69K in Q2 2023. 185 funds tracked by Wall St. Rank hold STKL as of Q1 2024.

  • Stone House Investment Management reported no remaining SunOpta position as of Q1 2024 after selling out during the quarter.
  • Stone House Investment Management sold 1,000 SunOpta shares in Q1 2024, an estimated $5.47K.
  • Stone House Investment Management first reported a position in SunOpta in Q2 2023 and held it in 3 quarters.
  • Stone House Investment Management's SunOpta position peaked at $6.69K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held SunOpta as of Q1 2024.

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