test

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
EAElectronic Arts Inc
Recent Activity
Decreased -14.29%
0.4%
$15.147M
105,598 shares@ $143.44 avg price
CNQCanadian Nat Res Ltd
Recent Activity
Decreased -3.93%
0.39%
$14.613M
440,016 shares@ $33.21 avg price
KRKroger Co
Recent Activity
Decreased -27.73%
0.37%
$13.807M
240,952 shares@ $57.31 avg price
BNSBank Nova Scotia Halifax
Recent Activity
Decreased -4.59%
0.37%
$13.724M
251,862 shares@ $54.5 avg price
MFCManulife Finl Corp
Recent Activity
Decreased -6.46%
0.36%
$13.354M
451,825 shares@ $29.56 avg price
TFIITfi Intl Inc
Recent Activity
Decreased -16.89%
0.36%
$13.296M
97,064 shares@ $136.99 avg price
IBNIcici Bank Limited
Recent Activity
Decreased -11.45%
0.34%
$12.761M
427,498 shares@ $29.85 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -4.41%
0.33%
$12.476M
14,073 shares@ $886.53 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -7.7%
0.32%
$11.916M
10,347 shares@ $1151.6 avg price
CMCanadian Imperial Bk Comm
Recent Activity
Decreased -2.67%
0.32%
$11.89M
193,814 shares@ $61.35 avg price