Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s WaFd WAFD Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-71,700
Closed -$2.16M – 1455
2023
Q1 		$2.16M Sell
71,700
-135,200
-65% -$4.57M 0.01% 565
2022
Q4 		$6.94M Buy
+206,900
New +$7.23M 0.03% 356
2022
Q2 		– Sell
-160,700
Closed -$5.27M – 1855
2022
Q1 		$5.27M Sell
160,700
-73,700
-31% -$2.58M 0.02% 493
2021
Q4 		$7.82M Buy
+234,400
New +$8.09M 0.02% 467
2021
Q1 		– Sell
-102,100
Closed -$2.63M – 1817
2020
Q4 		$2.63M Buy
+102,100
New +$2.43M 0.01% 667

Other funds holding WAFD

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WAFD Position: Q2 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of WaFd (WAFD) in Q2 2023, closing a stake of 71,700 shares — an estimated $2.16M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WAFD in Q4 2020 and held it in 5 quarters. The position peaked at $7.82M in Q4 2021. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 71,700 WaFd shares in Q2 2023, an estimated $2.16M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WaFd in Q4 2020 and held it in 5 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WaFd position peaked at $7.82M in Q4 2021.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2023, filed 11 Aug 2023.