Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
CBZ icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s CBIZ CBZ Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,000
Closed -$1M – 958
2023
Q4 		$1M Buy
+16,000
New +$903K ﹤0.01% 772
2020
Q1 		– Sell
-57,500
Closed -$1.55M – 848
2019
Q4 		$1.55M Buy
+57,500
New +$1.5M 0.01% 606

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's CBZ Position: Q1 2024 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of CBIZ (CBZ) in Q1 2024, closing a stake of 16,000 shares — an estimated $1M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in CBZ in Q4 2019 and held it in 2 quarters. The position peaked at $1.55M in Q4 2019. 269 funds tracked by Wall St. Rank hold CBZ as of Q1 2024.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining CBIZ position as of Q1 2024 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 16,000 CBIZ shares in Q1 2024, an estimated $1M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in CBIZ in Q4 2019 and held it in 2 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's CBIZ position peaked at $1.55M in Q4 2019.
  • 269 funds tracked by Wall St. Rank held CBIZ as of Q1 2024.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2024, filed 13 May 2024.