Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Univest Financial UVSP Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-73,500
Closed -$1.92M – 1497
2022
Q4 		$1.92M Buy
+73,500
New +$1.97M 0.01% 748

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UVSP Position: Q1 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Univest Financial (UVSP) in Q1 2023, closing a stake of 73,500 shares — an estimated $1.92M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UVSP in Q4 2022 and held it in 1 quarter. The position peaked at $1.92M in Q4 2022. 141 funds tracked by Wall St. Rank hold UVSP as of Q1 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Univest Financial position as of Q1 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 73,500 Univest Financial shares in Q1 2023, an estimated $1.92M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Univest Financial in Q4 2022 and held it in 1 quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Univest Financial position peaked at $1.92M in Q4 2022.
  • 141 funds tracked by Wall St. Rank held Univest Financial as of Q1 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2023, filed 12 May 2023.