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Rodney Ancrum

@Northwest & Ethical Investments L.p.

Latest period2024 - Q3ReportedManaged Assets$3.787BTotal holdings506
Assets growth rate8.65%Assets growth rate (2-Q avg)4.33%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Northwest & Ethical Investments L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 506 positions.

Assets under management

The assets under management (AUM) of Northwest & Ethical Investments L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.787B in assets, with a quarterly growth rate of 8.65% and a 2-quarter average growth rate of 4.33%. The portfolio is managed by Rodney Ancrum, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CARRCarrier Global Corporation
Recent Activity
Decreased -12.01%
0.76%
$28.679M
356,307 shares@ $80.49 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -27.76%
0.74%
$27.685M
166,925 shares@ $165.86 avg price
HUBBHubbell Inc
Recent Activity
Decreased -0.17%
0.71%
$26.65M
62,216 shares@ $428.36 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Decreased -35.32%
0.7%
$26.456M
180,911 shares@ $146.25 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -16.04%
0.7%
$26.273M
67,588 shares@ $388.73 avg price
RSGRepublic Svcs Inc
Recent Activity
Decreased -39.6%
0.69%
$26.061M
129,762 shares@ $200.84 avg price
ADSKAutodesk Inc
Recent Activity
Decreased -21.14%
0.62%
$23.387M
84,894 shares@ $275.48 avg price
IEXIdex Corp
Recent Activity
Decreased -11.91%
0.62%
$23.361M
108,907 shares@ $214.51 avg price
NEENextera Energy Inc
Recent Activity
Decreased -20.43%
0.61%
$22.951M
271,508 shares@ $84.53 avg price
VLTOVeralto Corp
Recent Activity
Decreased -11.19%
0.61%
$22.768M
203,540 shares@ $111.87 avg price