Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-225,000	Closed	-$4.01M	–	1506
2023 Q1	$4.01M	Buy	+225,000	New	+$3.44M	0.02%	408
2022 Q1	–	Sell	-65,000	Closed	-$2.3M	–	2020
2021 Q4	$2.3M	Buy	+65,000	New	+$2.53M	﹤0.01%	898

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 225,000 shares — an estimated $4.01M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in XM in Q4 2021 and held it in 2 quarters. The position peaked at $4.01M in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 225,000 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $4.01M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 2 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Qualtrics International Inc. Class A Common Stock position peaked at $4.01M in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

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