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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
VLTOVeralto Corp
Recent Activity
Decreased -11.19%
0.61%
$22.768M
203,540 shares@ $111.87 avg price
CIThe Cigna Group
Recent Activity
Increased 4.09%
0.6%
$22.714M
65,564 shares@ $346.44 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 26.88%
0.59%
$22.284M
99,886 shares@ $223.1 avg price
STESteris Plc
Recent Activity
Decreased -11.69%
0.59%
$22.129M
91,241 shares@ $242.54 avg price
SHELShell Plc
Recent Activity
Increased 29.07%
0.57%
$21.281M
322,691 shares@ $65.95 avg price
FTSFortis Inc
Recent Activity
Increased 0.19%
0.56%
$21.031M
462,831 shares@ $45.45 avg price
TRPTc Energy Corp
Recent Activity
Decreased -23.03%
0.56%
$20.943M
440,530 shares@ $47.55 avg price
VZVerizon Communications Inc
Recent Activity
Increased 3.84%
0.55%
$20.525M
457,015 shares@ $44.92 avg price
BNBrookfield Corp
Recent Activity
Decreased -18.22%
0.55%
$20.452M
385,045 shares@ $53.12 avg price
MELIMercadolibre Inc
Recent Activity
Increased 2.07%
0.54%
$20.407M
9,945 shares@ $2051.96 avg price