Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Affiliated Managers Group AMG Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,100	Closed	-$2.89M	–	1373
2025 Q3	$2.89M	Buy	+12,100	New	+$2.67M	0.01%	675
2024 Q4	–	Sell	-1,300	Closed	-$231K	–	976
2024 Q3	$231K	Sell	1,300 -24,700	-95%	-$4.2M	﹤0.01%	866
2024 Q2	$4.06M	Hold	26,000	–	–	0.01%	474
2024 Q1	$4.35M	Hold	26,000	–	–	0.01%	407
2023 Q4	$3.94M	Hold	26,000	–	–	0.01%	484
2023 Q3	$3.39M	Sell	26,000 -6,269	-19%	-$877K	0.01%	440
2023 Q2	$4.84M	Buy	32,269 +31,644	+5,063%	+$4.53M	0.02%	393
2023 Q1	$89K	Sell	625 -7,951	-93%	-$1.26M	﹤0.01%	1073
2022 Q4	$1.36M	Sell	8,576 -32,589	-79%	-$4.61M	0.01%	830
2022 Q3	$4.6M	Buy	+41,165	New	+$5.17M	0.02%	409
2021 Q4	–	Sell	-9,284	Closed	-$1.4M	–	1674
2021 Q3	$1.4M	Buy	9,284 +7,478	+414%	+$1.22M	﹤0.01%	982
2021 Q2	$279K	Buy	+1,806	New	+$288K	﹤0.01%	1409
2020 Q2	–	Sell	-7,100	Closed	-$420K	–	821
2020 Q1	$420K	Buy	+7,100	New	+$532K	﹤0.01%	514

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's AMG Position: Q4 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 12,100 shares — an estimated $2.89M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in AMG in Q1 2020 and held it in 13 quarters. The position peaked at $4.84M in Q2 2023. 509 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 12,100 Affiliated Managers Group shares in Q4 2025, an estimated $2.89M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Affiliated Managers Group in Q1 2020 and held it in 13 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Affiliated Managers Group position peaked at $4.84M in Q2 2023.
509 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q4 2025, filed 13 Feb 2026.