Ontario Teachers' Pension Plan Board’s WaFd WAFD Stock Holding History

Ontario Teachers' Pension Plan Board’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
2022 Q4	–	Sell	-31,041	Closed	-$931K	–	564
2022 Q3	$931K	Buy	31,041 +11,502	+59%	+$373K	0.01%	334
2022 Q2	$587K	Sell	19,539 -1,938	-9%	-$60.8K	0.01%	321
2022 Q1	$705K	Sell	21,477 -12,339	-36%	-$433K	0.01%	271
2021 Q4	$1.13M	Buy	33,816 +16,968	+101%	+$585K	0.01%	214
2021 Q3	$578K	Buy	16,848 +8,609	+104%	+$280K	﹤0.01%	306
2021 Q2	$262K	Buy	+8,239	New	+$269K	﹤0.01%	389
2021 Q1	–	Sell	-19,059	Closed	-$491K	–	547
2020 Q4	$491K	Buy	+19,059	New	+$453K	0.01%	344

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's WAFD Position: Q4 2022 in Review

Ontario Teachers' Pension Plan Board sold out of WaFd (WAFD) in Q4 2022, closing a stake of 31,041 shares — an estimated $931K sold.

Ontario Teachers' Pension Plan Board first reported a position in WAFD in Q4 2020 and held it in 7 quarters. The position peaked at $1.13M in Q4 2021. 253 funds tracked by Wall St. Rank hold WAFD as of Q4 2022.

Ontario Teachers' Pension Plan Board reported no remaining WaFd position as of Q4 2022 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 31,041 WaFd shares in Q4 2022, an estimated $931K.
Ontario Teachers' Pension Plan Board first reported a position in WaFd in Q4 2020 and held it in 7 quarters.
Ontario Teachers' Pension Plan Board's WaFd position peaked at $1.13M in Q4 2021.
253 funds tracked by Wall St. Rank held WaFd as of Q4 2022.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q4 2022, filed 10 Feb 2023.