Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,034,961
-$1,693,182 QoQ
Shares Held
11,009
-37.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#506
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Northwest & Ethical Investments L.P. holds $20,994,668 across 4 Healthcare Plans names. CI ranks #2 (14.5% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,034,961 | 11,009 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,728,143 | 17,725 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,908,176 | 17,833 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,823,226 | 20,202 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,959,035 | 18,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,869,360 | 17,840 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,498,178 | 52,503 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,713,992 | 65,564 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,822,273 | 62,989 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,749,233 | 46,117 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $13,761,524 | 45,956 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $15,857,718 | 55,433 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $16,204,650 | 57,750 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $11,883,933 | 46,507 | Shares | Sole | 2025-07-09 | |
| 2022-12-31 | $3,317,376 | 10,012 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $3,109,051 | 11,205 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $3,115,333 | 11,822 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $3,741,989 | 15,617 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $3,627,005 | 15,795 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $3,185,746 | 15,916 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $2,888,460 | 12,184 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $5,793,057 | 23,964 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $5,346,062 | 25,680 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $4,074,818 | 24,053 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $3,817,926 | 20,346 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $3,341,614 | 18,860 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||