NEI
BID

Northwest & Ethical Investments’s Sotheby's BID Stock Holding History

Northwest & Ethical Investments’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,100
Closed -$54.1K – 415
2018
Q3 		$54.1K Sell
1,100
-1,700
-61% -$85.9K ﹤0.01% 349
2018
Q2 		$152K Buy
2,800
+500
+22% +$27.7K 0.01% 330
2018
Q1 		$118K Buy
+2,300
New +$117K 0.01% 338
2015
Q4 		– Sell
-38,540
Closed -$1.23M – 223
2015
Q3 		$1.23M Hold
38,540
– – 0.09% 160
2015
Q2 		$1.74M Sell
38,540
-2,672
-6% -$118K 0.11% 164
2015
Q1 		$1.74M Sell
41,212
-1,088
-3% -$46.4K 0.12% 162
2014
Q4 		$1.83M Buy
42,300
+9,000
+27% +$355K 0.12% 155
2014
Q3 		$1.19M Hold
33,300
– – 0.08% 172
2014
Q2 		$1.4M Buy
33,300
+5,000
+18% +$204K 0.09% 179
2014
Q1 		$1.23M Hold
28,300
– – 0.08% 178
2013
Q4 		$1.51M Buy
+28,300
New +$1.46M 0.1% 174

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest & Ethical Investments's BID Position: Q4 2018 in Review

Northwest & Ethical Investments sold out of Sotheby's (BID) in Q4 2018, closing a stake of 1,100 shares — an estimated $54.1K sold.

Northwest & Ethical Investments first reported a position in BID in Q4 2013 and held it in 11 quarters. The position peaked at $1.83M in Q4 2014. 184 funds tracked by Wall St. Rank hold BID as of Q4 2018.

  • Northwest & Ethical Investments reported no remaining Sotheby's position as of Q4 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,100 Sotheby's shares in Q4 2018, an estimated $54.1K.
  • Northwest & Ethical Investments first reported a position in Sotheby's in Q4 2013 and held it in 11 quarters.
  • Northwest & Ethical Investments's Sotheby's position peaked at $1.83M in Q4 2014.
  • 184 funds tracked by Wall St. Rank held Sotheby's as of Q4 2018.

Based on Northwest & Ethical Investments's 13F filing for Q4 2018, filed 8 Jul 2025.