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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
CRBGCorebridge Finl Inc
Recent Activity
Exited
0%
$203,023
6,972 shares@ $29.12 avg price
LKQLkq Corp
Recent Activity
Exited
0%
$195,138
4,692 shares@ $41.59 avg price
ALLYAlly Finl Inc
Recent Activity
Exited
0%
$182,480
4,600 shares@ $39.67 avg price
GRALGrail Inc
Recent Activity
Exited
0%
$160,599
10,449 shares@ $15.37 avg price
EQHEquitable Hldgs Inc
Recent Activity
Exited
0%
$159,352
3,900 shares@ $40.86 avg price
AAAlcoa Corp
Recent Activity
Exited
0%
$155,140
3,900 shares@ $39.78 avg price
CABOCable One Inc
Recent Activity
Exited
0%
$129,563
366 shares@ $354.0 avg price
VACMarriott Vacations Worldwide
Recent Activity
Exited
0%
$122,247
1,400 shares@ $87.32 avg price
CCCSCcc Intelligent Solutions Hl
Recent Activity
Exited
0%
$122,099
11,000 shares@ $11.1 avg price
COOPMr Cooper Group Inc
Recent Activity
Exited
0%
$121,844
1,500 shares@ $81.23 avg price