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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
STESteris Plc
Recent Activity
Decreased -11.69%
0.59%
$22.129M
91,241 shares@ $242.54 avg price
TRPTc Energy Corp
Recent Activity
Decreased -23.03%
0.56%
$20.943M
440,530 shares@ $47.55 avg price
BNBrookfield Corp
Recent Activity
Decreased -18.22%
0.55%
$20.452M
385,045 shares@ $53.12 avg price
KOCoca Cola Co
Recent Activity
Decreased -19.87%
0.51%
$19.132M
266,238 shares@ $71.87 avg price
CWENClearway Energy Inc
Recent Activity
Decreased -1.79%
0.46%
$17.35M
565,508 shares@ $30.68 avg price
APTVAptiv Plc
Recent Activity
Decreased -8.43%
0.45%
$16.692M
231,796 shares@ $72.02 avg price
NTRNutrien Ltd
Recent Activity
Decreased -0.75%
0.44%
$16.506M
343,452 shares@ $48.06 avg price
FNVFranco Nev Corp
Recent Activity
Decreased -3.4%
0.44%
$16.382M
131,884 shares@ $124.22 avg price
PGRProgressive Corp
Recent Activity
Decreased -24.53%
0.42%
$15.663M
61,722 shares@ $253.77 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -10.33%
0.41%
$15.304M
72,579 shares@ $210.87 avg price