Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Affirm AFRM Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,057
Closed -$102K – 1161
2023
Q1 		$102K Sell
9,057
-61,741
-87% -$778K ﹤0.01% 1048
2022
Q4 		$685K Buy
+70,798
New +$1.07M ﹤0.01% 953

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Morgan Stanley
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's AFRM Position: Q2 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Affirm (AFRM) in Q2 2023, closing a stake of 9,057 shares — an estimated $102K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in AFRM in Q4 2022 and held it in 2 quarters. The position peaked at $685K in Q4 2022. 313 funds tracked by Wall St. Rank hold AFRM as of Q2 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Affirm position as of Q2 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 9,057 Affirm shares in Q2 2023, an estimated $102K.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Affirm in Q4 2022 and held it in 2 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Affirm position peaked at $685K in Q4 2022.
  • 313 funds tracked by Wall St. Rank held Affirm as of Q2 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2023, filed 11 Aug 2023.