Northwest & Ethical Investments’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Northwest & Ethical Investments’s Portfolio ATH Stock Details ATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-64,807	Closed	-$3.05M	–	392
2019 Q4	$3.05M	Hold	64,807	–	–	0.14%	199
2019 Q3	$2.73M	Sell	64,807 -5,485	-8%	-$225K	0.13%	205
2019 Q2	$3.02M	Buy	70,292 +10,966	+18%	+$474K	0.15%	191
2019 Q1	$2.42M	Buy	59,326 +5,429	+10%	+$232K	0.13%	219
2018 Q4	$2.15M	Buy	+53,897	New	+$2.43M	0.13%	213
2017 Q4	–	Sell	-38,292	Closed	-$2.06M	–	369
2017 Q3	$2.06M	Buy	38,292 +13,768	+56%	+$712K	0.13%	205
2017 Q2	$1.22M	Buy	+24,524	New	+$1.26M	0.08%	262

Other funds holding ATH

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwest & Ethical Investments's ATH Position: Q1 2020 in Review

Northwest & Ethical Investments sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q1 2020, closing a stake of 64,807 shares — an estimated $3.05M sold.

Northwest & Ethical Investments first reported a position in ATH in Q2 2017 and held it in 7 quarters. The position peaked at $3.05M in Q4 2019. 257 funds tracked by Wall St. Rank hold ATH as of Q1 2020.

Northwest & Ethical Investments reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q1 2020 after selling out during the quarter.
Northwest & Ethical Investments sold 64,807 Athene Holding Ltd. Class A Common Shares shares in Q1 2020, an estimated $3.05M.
Northwest & Ethical Investments first reported a position in Athene Holding Ltd. Class A Common Shares in Q2 2017 and held it in 7 quarters.
Northwest & Ethical Investments's Athene Holding Ltd. Class A Common Shares position peaked at $3.05M in Q4 2019.
257 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q1 2020.

Based on Northwest & Ethical Investments's 13F filing for Q1 2020, filed 8 Jul 2025.