VPIM
STKL

Vanguard Personalized Indexing Management’s SunOpta STKL Stock Holding History

Vanguard Personalized Indexing 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
2023
Q3 		– Sell
-10,285
Closed -$68.8K – 1548
2023
Q2 		$68.8K Hold
10,285
– – ﹤0.01% 1414
2023
Q1 		$79.2K Hold
10,285
– – ﹤0.01% 1411
2022
Q4 		$86.8K Buy
+10,285
New +$97.1K ﹤0.01% 1228

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

Vanguard Personalized Indexing Management's STKL Position: Q3 2023 in Review

Vanguard Personalized Indexing Management sold out of SunOpta (STKL) in Q3 2023, closing a stake of 10,285 shares — an estimated $68.8K sold.

Vanguard Personalized Indexing Management first reported a position in STKL in Q4 2022 and held it in 3 quarters. The position peaked at $86.8K in Q4 2022. 170 funds tracked by Wall St. Rank hold STKL as of Q3 2023.

  • Vanguard Personalized Indexing Management reported no remaining SunOpta position as of Q3 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 10,285 SunOpta shares in Q3 2023, an estimated $68.8K.
  • Vanguard Personalized Indexing Management first reported a position in SunOpta in Q4 2022 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's SunOpta position peaked at $86.8K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held SunOpta as of Q3 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2023, filed 8 Nov 2023.