Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Schneider National SNDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,003	Closed	-$144K	–	1248
2023 Q2	$144K	Sell	5,003 -842	-14%	-$22.4K	﹤0.01%	998
2023 Q1	$156K	Buy	5,845 +2,338	+67%	+$63K	﹤0.01%	1000
2022 Q4	$82.1K	Sell	3,507 -35,572	-91%	-$832K	﹤0.01%	1216
2022 Q3	$793K	Sell	39,079 -22,979	-37%	-$534K	﹤0.01%	969
2022 Q2	$1.39M	Sell	62,058 -72,682	-54%	-$1.68M	0.01%	873
2022 Q1	$3.44M	Buy	+134,740	New	+$3.51M	0.01%	691
2021 Q4	–	Sell	-9,109	Closed	-$207K	–	1903
2021 Q3	$207K	Sell	9,109 -73,791	-89%	-$1.63M	﹤0.01%	1358
2021 Q2	$1.8M	Buy	+82,900	New	+$2.01M	﹤0.01%	1062
2020 Q1	–	Sell	-4,434	Closed	-$97K	–	1094
2019 Q4	$97K	Buy	+4,434	New	+$99.8K	﹤0.01%	911

Other funds holding SNDR

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's SNDR Position: Q3 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Schneider National (SNDR) in Q3 2023, closing a stake of 5,003 shares — an estimated $144K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SNDR in Q4 2019 and held it in 9 quarters. The position peaked at $3.44M in Q1 2022. 250 funds tracked by Wall St. Rank hold SNDR as of Q3 2023.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Schneider National position as of Q3 2023 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 5,003 Schneider National shares in Q3 2023, an estimated $144K.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Schneider National in Q4 2019 and held it in 9 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Schneider National position peaked at $3.44M in Q1 2022.
250 funds tracked by Wall St. Rank held Schneider National as of Q3 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q3 2023, filed 13 Nov 2023.