Northwest & Ethical Investments L.P.

Q3 2020 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2020
Date filed
7/8/2025
Form type
13F-HR
Num holdings
395
Total value ($000)
$2,270,153
Net value change ($000)
+161,667 (7.7%)
New positions
36
Sold out positions
30
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 7/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BABA 12,585 62.4%
GFL 10,614 NEW
SPY 10,603 57.2%
TSM 8,942 70.3%
PGR 7,975 73.0%
AAPL 7,364 20.2%
EA 6,632 412.4%
AMZN 6,032 23.7%
CNI 5,440 19.4%
TT 5,436 35.9%
Top Reduces (Value $000, Stocks/ETFs)
BNS -7,076 -19.7%
SYY -3,730 -83.2%
CVE -3,711 -53.2%
AZO -3,559 -25.0%
HDB -3,533 -57.1%
BMO -3,295 -75.3%
D -3,276 -59.0%
CNQ -3,257 -18.8%
MU -3,197 -100.0%
T -2,909 -40.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type