Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Lazard LAZ Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-41,000
Closed -$2.11M – 1189
2024
Q4 		$2.11M Buy
+41,000
New +$2.2M ﹤0.01% 683
2024
Q3 		– Sell
-36,050
Closed -$1.38M – 1112
2024
Q2 		$1.38M Hold
36,050
– – ﹤0.01% 689
2024
Q1 		$1.51M Buy
+36,050
New +$1.4M 0.01% 589
2023
Q4 		– Sell
-67,700
Closed -$2.1M – 1107
2023
Q3 		$2.1M Buy
+67,700
New +$2.27M 0.01% 545
2023
Q2 		– Sell
-9,233
Closed -$306K – 1306
2023
Q1 		$306K Sell
9,233
-24,967
-73% -$921K ﹤0.01% 890
2022
Q4 		$1.19M Buy
+34,200
New +$1.22M 0.01% 860
2022
Q2 		– Sell
-19,371
Closed -$668K – 1716
2022
Q1 		$668K Buy
+19,371
New +$749K ﹤0.01% 1210
2021
Q4 		– Sell
-60,535
Closed -$2.77M – 1810
2021
Q3 		$2.77M Sell
60,535
-45,340
-43% -$2.12M 0.01% 755
2021
Q2 		$4.79M Sell
105,875
-254,869
-71% -$11.7M 0.01% 655
2021
Q1 		$15.7M Sell
360,744
-176,903
-33% -$7.52M 0.04% 265
2020
Q4 		$22.7M Buy
+537,647
New +$20.3M 0.06% 210
2020
Q3 		– Sell
-2,431
Closed -$70K – 1112
2020
Q2 		$70K Buy
+2,431
New +$65.9K ﹤0.01% 716

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's LAZ Position: Q1 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Lazard (LAZ) in Q1 2025, closing a stake of 41,000 shares — an estimated $2.11M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in LAZ in Q2 2020 and held it in 12 quarters. The position peaked at $22.7M in Q4 2020. 287 funds tracked by Wall St. Rank hold LAZ as of Q1 2025.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Lazard position as of Q1 2025 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 41,000 Lazard shares in Q1 2025, an estimated $2.11M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Lazard in Q2 2020 and held it in 12 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Lazard position peaked at $22.7M in Q4 2020.
  • 287 funds tracked by Wall St. Rank held Lazard as of Q1 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2025, filed 14 May 2025.