Northwest & Ethical Investments L.P. Reduced Holdings in Q1 2025

Northwest & Ethical Investments L.P.

  • $3.69 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WRBY
Warby Parker Inc.

Healthcare
-98.9K
- 62.48%
$17.82 - $28.42 $1.76M - $2.81M
59.4K $1.08B
FDX
Fedex Corp

Industrials
-7.85K
- 36.04%
$230.33 - $281.53 $1.81M - $2.21M
13.9K $3.4B
EW
Edwards Lifesciences Corp

Healthcare
-36K
- 47.8%
$67.95 - $76.19 $2.45M - $2.74M
39.3K $2.85B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8.85K
- 35.11%
$442.66 - $534.52 $3.92M - $4.73M
16.4K $8.71B
MKTX
Marketaxess Holdings Inc

Financial Services
-11.6K
- 65.6%
$189.81 - $226.47 $2.21M - $2.63M
6.1K $1.32B
ADSK
Autodesk, Inc.

Technology
-842
- 1.16%
N/A
71.7K $18.8B
TIXT
Telus International (Cda) Inc.

Technology
-144K
- 7.93%
$2.67 - $4.19 $386K - $605K
1.68M $4.5B
ABBV
Abb Vie Inc.

Healthcare
-42.1K
- 21.56%
$169.2 - $216.66 $7.13M - $9.13M
153K $32.1B
BAC
Bank Of America Corp

Financial Services
-28K
- 4.59%
$39.61 - $47.74 $1.11M - $1.34M
583K $24.3B
NTAP
Net App, Inc.

Technology
-5.45K
- 7.61%
$87.84 - $126.3 $478K - $688K
66.1K $5.8B
AZO
Autozone Inc

Consumer Cyclical
-2.17K
- 21.7%
$3193.96 - $3828.11 $6.93M - $8.3M
7.83K $29.8B
GS
Goldman Sachs Group Inc

Financial Services
-3.51K
- 48.17%
$524.81 - $672.19 $1.84M - $2.36M
3.78K $2.06B
DOX
Amdocs LTD

Technology
-35.3K
- 18.6%
$82.21 - $92.02 $2.91M - $3.25M
155K $14.2B
TCOM
Trip.Com Group LTD

Consumer Cyclical
-25.3K
- 31.31%
$56.68 - $73.5 $1.43M - $1.86M
55.5K $3.53B
CRH.L
Crh PLC

Basic Materials
-19.9K
- 48.67%
N/A
21K $1.85B
CEG
Constellation Energy Corp

Utilities
-5.33K
- 15.12%
$201.63 - $347.44 $1.08M - $1.85M
29.9K $6.04B
CARR
Carrier Global Corp

Industrials
-3.82K
- 1.16%
$62.07 - $70.55 $237K - $269K
325K $20.6B
MSA
Msa Safety Inc

Industrials
-9.61K
- 47.4%
$146.69 - $166.47 $1.41M - $1.6M
10.7K $1.56B
UGI
Ugi Corp

Utilities
-92.3K
- 35.27%
$28.0 - $34.16 $2.58M - $3.15M
169K $5.6B
ANSS
Ansys Inc

Technology
-837
- 1.16%
$316.56 - $360.36 $265K - $302K
71.3K $22.6B
PFE
Pfizer Inc

Healthcare
-55.6K
- 20.98%
$25.01 - $27.13 $1.39M - $1.51M
209K $5.31B
NYT
New York Times CO

Communication Services
-19.4K
- 6.45%
$46.9 - $55.89 $908K - $1.08M
281K $13.9B
FISV
Fiserv Inc

Technology
-21.8K
- 10.71%
N/A
182K $40.2B
NEM
Newmont Corp

Basic Materials
-74.2K
- 42.36%
$37.79 - $48.39 $2.8M - $3.59M
101K $4.88B
PRU
Prudential Financial Inc

Financial Services
-11.8K
- 24.88%
$105.04 - $122.33 $1.24M - $1.44M
35.6K $3.98B
WMS
Advanced Drainage Systems, Inc.

Industrials
-12K
- 47.06%
$105.29 - $126.99 $1.26M - $1.52M
13.5K $1.47B
SBUX
Starbucks Corp

Consumer Cyclical
-17.4K
- 47.04%
$91.75 - $115.81 $1.59M - $2.01M
19.6K $1.92B
GLOB
Globant S.A.

Technology
-5.53K
- 74.21%
$117.72 - $228.73 $651K - $1.27M
1.92K $226M
CSL
Carlisle Companies Inc

Industrials
-3.4K
- 48.69%
$326.43 - $408.24 $1.11M - $1.39M
3.58K $1.22B
PEG
Public Service Enterprise Group Inc

Utilities
-14.6K
- 24.66%
$78.2 - $90.39 $1.14M - $1.32M
44.7K $3.68B
SCI
Service Corp International

Consumer Cyclical
-16.7K
- 42.35%
$75.99 - $84.16 $1.27M - $1.4M
22.7K $1.82B
C
Citigroup Inc

Financial Services
-18.7K
- 29.35%
$67.23 - $84.63 $1.26M - $1.58M
45K $3.2B
DELL
Dell Technologies Inc.

Technology
-6.4K
- 22.72%
$90.34 - $124.66 $578K - $798K
21.8K $1.98B
BBY
Best Buy CO Inc

Consumer Cyclical
-11.8K
- 44.41%
$70.3 - $91.1 $826K - $1.07M
14.7K $1.08B
MTD
Mettler Toledo International Inc

Healthcare
-242
- 1.16%
$1177.09 - $1390.0 $285K - $336K
20.7K $24.4B
ACGL
Arch Capital Group Ltd.

Financial Services
-13.5K
- 39.3%
$88.13 - $96.94 $1.19M - $1.31M
20.9K $2.01B
MRNA
Moderna, Inc.

Healthcare
-21K
- 48.32%
$28.35 - $47.53 $595K - $998K
22.5K $637M
KR
Kroger CO

Consumer Defensive
-36.4K
- 18.24%
$58.36 - $67.72 $2.13M - $2.47M
163K $11B
Lam Research Corp
-16.2K
- 33.98%
N/A
31.5K $2.29B
INSP
Inspire Medical Systems, Inc.

Healthcare
-5.3K
- 48.08%
$157.24 - $215.42 $834K - $1.14M
5.72K $912M
MTB
M&T Bank Corp

Financial Services
-3.23K
- 5.48%
$170.47 - $201.98 $551K - $653K
55.8K $9.97B
IR
Ingersoll Rand Inc.

Industrials
-9.2K
- 26.02%
$79.44 - $94.23 $731K - $867K
26.2K $2.09B
Veralto Corp
-2.3K
- 1.16%
N/A
196K $19.1B
TSCO
Tractor Supply CO

Consumer Cyclical
-20.9K
- 46.1%
$51.66 - $57.94 $1.08M - $1.21M
24.4K $1.34B
IMO
Imperial Oil LTD

Energy
-44.4K
- 22.19%
$62.41 - $73.34 $2.77M - $3.26M
156K $11.3B
Lineage Inc
-17.7K
- 47.9%
N/A
19.2K $1.13B
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-22.2K
- 48.33%
$31.92 - $38.83 $708K - $861K
23.7K $785M
ZTS
Zoetis Inc.

Healthcare
-6.25K
- 20.84%
$156.48 - $175.67 $978K - $1.1M
23.7K $3.91B
ITW
Illinois Tool Works Inc

Industrials
-3K
- 28.09%
$244.9 - $274.48 $735K - $823K
7.68K $1.9B
Activity Summary
Buys All Purchases 308 New Holdings 53 Increased Positions 255 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Northwest & Ethical Investments L.P. Portfolio

Follow Northwest & Ethical Investments L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest & Ethical Investments L.P., based on Form 13F filings with the SEC.

News

Stay updated on Northwest & Ethical Investments L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email