Northwest & Ethical Investments L.P.

Q4 2020 13F-HR Holdings

Location
Toronto, A6
Holdings as of
12/31/2020
Date filed
7/8/2025
Form type
13F-HR
Num holdings
406
Total value ($000)
$2,612,872
Net value change ($000)
+342,719 (15.1%)
New positions
27
Sold out positions
16
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 7/9/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MGA 13,823 63.9%
SU 10,480 88.9%
TD 8,642 18.0%
TSM 8,159 37.7%
GIB 7,453 42.2%
SPY 7,356 25.2%
BNS 6,794 23.5%
JPM 6,238 56.8%
LIN 5,977 36.4%
TRMB 5,806 50.5%
Top Reduces (Value $000, Stocks/ETFs)
BABA -9,192 -28.1%
DHR -4,934 -32.5%
DG -3,278 -28.0%
CVE -3,061 -93.7%
PM -3,054 -100.0%
FNV -2,510 -71.4%
FSV -2,390 -15.3%
WMT -2,302 -16.0%
D -2,273 -100.0%
CM -2,263 -9.9%
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