Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Sumitomo Mitsui Financial SMFG Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-615,800
Closed -$8.26M – 1178
2024
Q2 		$8.26M Buy
615,800
+447,800
+267% +$5.42M 0.02% 325
2024
Q1 		$1.98M Sell
168,000
-16,000
-9% -$172K 0.01% 552
2023
Q4 		$1.78M Buy
+184,000
New +$1.78M 0.01% 663

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's SMFG Position: Q3 2024 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2024, closing a stake of 615,800 shares — an estimated $8.26M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SMFG in Q4 2023 and held it in 3 quarters. The position peaked at $8.26M in Q2 2024. 333 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Sumitomo Mitsui Financial position as of Q3 2024 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 615,800 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $8.26M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Sumitomo Mitsui Financial in Q4 2023 and held it in 3 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Sumitomo Mitsui Financial position peaked at $8.26M in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q3 2024, filed 13 Nov 2024.