Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
BWIN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Baldwin Insurance Group BWIN Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-25,000
Closed -$749K – 1835
2020
Q4 		$749K Buy
+25,000
New +$723K ﹤0.01% 1014

Other funds holding BWIN

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BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's BWIN Position: Q1 2021 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Baldwin Insurance Group (BWIN) in Q1 2021, closing a stake of 25,000 shares — an estimated $749K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in BWIN in Q4 2020 and held it in 1 quarter. The position peaked at $749K in Q4 2020. 113 funds tracked by Wall St. Rank hold BWIN as of Q1 2021.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Baldwin Insurance Group position as of Q1 2021 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 25,000 Baldwin Insurance Group shares in Q1 2021, an estimated $749K.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Baldwin Insurance Group in Q4 2020 and held it in 1 quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Baldwin Insurance Group position peaked at $749K in Q4 2020.
  • 113 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2021.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2021, filed 13 May 2021.