WHG
STKL

Westwood Holdings Group’s SunOpta STKL Stock Holding History

Westwood Holdings 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
2022
Q4 		– Sell
-48,828
Closed -$444K – 600
2022
Q3 		$444K Buy
+48,828
New +$463K 0.01% 378

Other funds holding STKL

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Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Westwood Holdings Group's STKL Position: Q4 2022 in Review

Westwood Holdings Group sold out of SunOpta (STKL) in Q4 2022, closing a stake of 48,828 shares — an estimated $444K sold.

Westwood Holdings Group first reported a position in STKL in Q3 2022 and held it in 1 quarter. The position peaked at $444K in Q3 2022. 193 funds tracked by Wall St. Rank hold STKL as of Q4 2022.

  • Westwood Holdings Group reported no remaining SunOpta position as of Q4 2022 after selling out during the quarter.
  • Westwood Holdings Group sold 48,828 SunOpta shares in Q4 2022, an estimated $444K.
  • Westwood Holdings Group first reported a position in SunOpta in Q3 2022 and held it in 1 quarter.
  • Westwood Holdings Group's SunOpta position peaked at $444K in Q3 2022.
  • 193 funds tracked by Wall St. Rank held SunOpta as of Q4 2022.

Based on Westwood Holdings Group's 13F filing for Q4 2022, filed 14 Feb 2023.