Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-69,000	Closed	-$5.76M	–	1598
2025 Q4	$5.76M	Buy	+69,000	New	+$5.51M	0.01%	623
2023 Q3	–	Sell	-12,674	Closed	-$504K	–	1235
2023 Q2	$504K	Sell	12,674 -13,794	-52%	-$538K	﹤0.01%	876
2023 Q1	$1.04M	Buy	+26,468	New	+$1.11M	0.01%	702
2022 Q4	–	Sell	-76,224	Closed	-$2.64M	–	1608
2022 Q3	$2.64M	Buy	76,224 +73,594	+2,798%	+$2.9M	0.01%	591
2022 Q2	$98K	Buy	+2,630	New	+$109K	﹤0.01%	1297
2021 Q3	–	Sell	-299,100	Closed	-$12.9M	–	1926
2021 Q2	$12.9M	Buy	299,100 +276,750	+1,238%	+$12.4M	0.03%	345
2021 Q1	$954K	Sell	22,350 -29,400	-57%	-$1.15M	﹤0.01%	978
2020 Q4	$1.74M	Buy	+51,750	New	+$1.54M	﹤0.01%	807

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's SF Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Stifel (SF) in Q1 2026, closing a stake of 69,000 shares — an estimated $5.76M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SF in Q4 2020 and held it in 8 quarters. The position peaked at $12.9M in Q2 2021. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 69,000 Stifel shares in Q1 2026, an estimated $5.76M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Stifel in Q4 2020 and held it in 8 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Stifel position peaked at $12.9M in Q2 2021.
632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.