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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
DGDollar Gen Corp New
Recent Activity
Exited
0%
$1.009M
7,632 shares@ $132.23 avg price
TDYTeledyne Technologies Inc
Recent Activity
Exited
0%
$838,416
2,161 shares@ $387.98 avg price
TGBTaseko Mines Ltd
Recent Activity
Exited
0%
$430,591
174,800 shares@ $2.47 avg price
SCHWSchwab Charles Corp
Recent Activity
Exited
0%
$394,237
5,350 shares@ $73.69 avg price
GTEGran Tierra Energy Inc
Recent Activity
Exited
0%
$310,758
32,110 shares@ $9.68 avg price
4540⤦Indexiq Etf Tr
Recent Activity
Exited
0%
$300,341
12,140 shares@ $24.74 avg price
DXCMDexcom Inc
Recent Activity
Exited
0%
$274,944
2,425 shares@ $113.38 avg price
KEYKeycorp
Recent Activity
Exited
0%
$257,198
18,100 shares@ $14.21 avg price
MCOMoodys Corp
Recent Activity
Exited
0%
$231,509
550 shares@ $420.93 avg price
WALWestern Alliance Bancorp
Recent Activity
Exited
0%
$226,150
3,600 shares@ $62.82 avg price