Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s United Bankshares UBSI Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-134,300
Closed -$3.98M – 1278
2023
Q2 		$3.98M Buy
+134,300
New +$4.23M 0.02% 440
2021
Q1 		– Sell
-2,273
Closed -$74K – 1804
2020
Q4 		$74K Sell
2,273
-916
-29% -$25.9K ﹤0.01% 1321
2020
Q3 		$68K Buy
+3,189
New +$83K ﹤0.01% 876

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of United Bankshares (UBSI) in Q3 2023, closing a stake of 134,300 shares — an estimated $3.98M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UBSI in Q3 2020 and held it in 3 quarters. The position peaked at $3.98M in Q2 2023. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining United Bankshares position as of Q3 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 134,300 United Bankshares shares in Q3 2023, an estimated $3.98M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in United Bankshares in Q3 2020 and held it in 3 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's United Bankshares position peaked at $3.98M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

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