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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
HPQHp Inc
Recent Activity
Decreased -17.62%
0.26%
$9.652M
269,088 shares@ $35.88 avg price
NEMNewmont Corp
Recent Activity
Decreased -6.7%
0.25%
$9.365M
175,203 shares@ $53.45 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -6.71%
0.25%
$9.147M
19,874 shares@ $460.26 avg price
CSXCsx Corp
Recent Activity
Decreased -17.9%
0.24%
$8.926M
258,512 shares@ $34.53 avg price
VRSNVerisign Inc
Recent Activity
Decreased -27.92%
0.24%
$8.746M
46,042 shares@ $189.96 avg price
GISGeneral Mls Inc
Recent Activity
Decreased -11.53%
0.23%
$8.511M
115,245 shares@ $73.85 avg price
ELVElevance Health Inc
Recent Activity
Decreased -6.7%
0.22%
$8.308M
15,977 shares@ $520.0 avg price
ILMNIllumina Inc
Recent Activity
Decreased -0.05%
0.22%
$8.172M
62,662 shares@ $130.41 avg price
SUSuncor Energy Inc New
Recent Activity
Decreased -8.48%
0.21%
$7.84M
212,379 shares@ $36.92 avg price
CBChubb Limited
Recent Activity
Decreased -11.01%
0.21%
$7.795M
27,028 shares@ $288.4 avg price