Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s SM Energy SM Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-58,618
Closed -$1.1M – 1605
2025
Q4 		$1.1M Buy
+58,618
New +$1.19M ﹤0.01% 1059
2024
Q1 		– Sell
-106,000
Closed -$4.1M – 1146
2023
Q4 		$4.1M Sell
106,000
-74,500
-41% -$2.87M 0.01% 474
2023
Q3 		$7.16M Sell
180,500
-15,339
-8% -$582K 0.03% 297
2023
Q2 		$6.19M Sell
195,839
-96,161
-33% -$2.72M 0.03% 333
2023
Q1 		$8.22M Hold
292,000
– – 0.04% 246
2022
Q4 		$10.2M Buy
292,000
+192,000
+192% +$7.98M 0.05% 277
2022
Q3 		$3.76M Buy
+100,000
New +$3.93M 0.02% 493
2021
Q4 		– Sell
-350,000
Closed -$9.23M – 1900
2021
Q3 		$9.23M Buy
350,000
+243,400
+228% +$4.92M 0.02% 366
2021
Q2 		$2.63M Sell
106,600
-114,700
-52% -$2.22M 0.01% 899
2021
Q1 		$3.62M Sell
221,300
-57,400
-21% -$734K 0.01% 577
2020
Q4 		$1.71M Buy
+278,700
New +$940K ﹤0.01% 814
2020
Q3 		– Sell
-1,000,000
Closed -$3.75M – 1147
2020
Q2 		$3.75M Buy
+1,000,000
New +$3.27M 0.03% 268
2020
Q1 		– Sell
-8,398
Closed -$94K – 1093
2019
Q4 		$94K Buy
+8,398
New +$75.7K ﹤0.01% 915

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of SM Energy (SM) in Q1 2026, closing a stake of 58,618 shares — an estimated $1.1M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SM in Q4 2019 and held it in 13 quarters. The position peaked at $10.2M in Q4 2022. 513 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 58,618 SM Energy shares in Q1 2026, an estimated $1.1M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SM Energy in Q4 2019 and held it in 13 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's SM Energy position peaked at $10.2M in Q4 2022.
  • 513 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

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