Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Sonic Automotive SAH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-24,300	Closed	-$1.54M	–	1227
2024 Q4	$1.54M	Sell	24,300 -500	-2%	-$31K	﹤0.01%	740
2024 Q3	$1.45M	Hold	24,800	–	–	﹤0.01%	724
2024 Q2	$1.35M	Buy	+24,800	New	+$1.37M	﹤0.01%	692
2023 Q1	–	Sell	-24,000	Closed	-$1.18M	–	1455
2022 Q4	$1.18M	Buy	+24,000	New	+$1.15M	0.01%	862
2021 Q1	–	Sell	-86,300	Closed	-$3.33M	–	1750
2020 Q4	$3.33M	Buy	+86,300	New	+$3.51M	0.01%	608
2020 Q1	–	Sell	-58,211	Closed	-$1.8M	–	1086
2019 Q4	$1.8M	Buy	+58,211	New	+$1.84M	0.01%	570

Other funds holding SAH

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Sonic Automotive (SAH) in Q1 2025, closing a stake of 24,300 shares — an estimated $1.54M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SAH in Q4 2019 and held it in 6 quarters. The position peaked at $3.33M in Q4 2020. 207 funds tracked by Wall St. Rank hold SAH as of Q1 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Sonic Automotive position as of Q1 2025 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 24,300 Sonic Automotive shares in Q1 2025, an estimated $1.54M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Sonic Automotive in Q4 2019 and held it in 6 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Sonic Automotive position peaked at $3.33M in Q4 2020.
207 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2025.

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