Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Everforth Inc EFOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,500	Closed	-$817K	–	932
2023 Q4	$817K	Hold	8,500	–	–	﹤0.01%	793
2023 Q3	$694K	Sell	8,500 -12,087	-59%	-$962K	﹤0.01%	752
2023 Q2	$1.56M	Sell	20,587 -1,413	-6%	-$102K	0.01%	633
2023 Q1	$1.82M	Sell	22,000 -4,000	-15%	-$347K	0.01%	607
2022 Q4	$2.12M	Buy	+26,000	New	+$2.28M	0.01%	714

Other funds holding EFOR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Everforth Inc (EFOR) in Q1 2024, closing a stake of 8,500 shares — an estimated $817K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in EFOR in Q4 2022 and held it in 5 quarters. The position peaked at $2.12M in Q4 2022. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2024.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Everforth Inc position as of Q1 2024 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 8,500 Everforth Inc shares in Q1 2024, an estimated $817K.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Everforth Inc in Q4 2022 and held it in 5 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Everforth Inc position peaked at $2.12M in Q4 2022.
281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2024.

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