NEI
CCC

Northwest & Ethical Investments’s CCC Intelligent Solutions CCC Stock Holding History

Northwest & Ethical Investments’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,000
Closed -$122K – 514
2024
Q2 		$122K Sell
11,000
-3,207
-23% -$36.5K ﹤0.01% 434
2024
Q1 		$170K Buy
+14,207
New +$162K ﹤0.01% 407

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northwest & Ethical Investments's CCC Position: Q3 2024 in Review

Northwest & Ethical Investments sold out of CCC Intelligent Solutions (CCC) in Q3 2024, closing a stake of 11,000 shares — an estimated $122K sold.

Northwest & Ethical Investments first reported a position in CCC in Q1 2024 and held it in 2 quarters. The position peaked at $170K in Q1 2024. 295 funds tracked by Wall St. Rank hold CCC as of Q3 2024.

  • Northwest & Ethical Investments reported no remaining CCC Intelligent Solutions position as of Q3 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 11,000 CCC Intelligent Solutions shares in Q3 2024, an estimated $122K.
  • Northwest & Ethical Investments first reported a position in CCC Intelligent Solutions in Q1 2024 and held it in 2 quarters.
  • Northwest & Ethical Investments's CCC Intelligent Solutions position peaked at $170K in Q1 2024.
  • 295 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2024.

Based on Northwest & Ethical Investments's 13F filing for Q3 2024, filed 14 Nov 2024.