NEI
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Northwest & Ethical Investments’s CNA Financial CNA Stock Holding History

Northwest & Ethical Investments’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,773
Closed -$331K – 512
2024
Q3 		$331K Sell
6,773
-363
-5% -$17.8K 0.01% 379
2024
Q2 		$329K Sell
7,136
-490
-6% -$21.7K 0.01% 362
2024
Q1 		$346K Buy
7,626
+1,433
+23% +$63.2K 0.01% 361
2023
Q4 		$262K Sell
6,193
-363
-6% -$14.8K 0.01% 344
2023
Q3 		$258K Sell
6,556
-198
-3% -$7.82K 0.01% 352
2023
Q2 		$261K Hold
6,754
– – 0.01% 358
2023
Q1 		$264K Hold
6,754
– – 0.01% 372
2022
Q4 		$286K Sell
6,754
-1,450
-18% -$59.4K 0.01% 367
2022
Q3 		$303K Sell
8,204
-2,944
-26% -$120K 0.01% 369
2022
Q2 		$501K Sell
11,148
-658
-6% -$30.2K 0.02% 350
2022
Q1 		$574K Sell
11,806
-678
-5% -$31.5K 0.02% 341
2021
Q4 		$550K Sell
12,484
-6,517
-34% -$290K 0.02% 342
2021
Q3 		$797K Sell
19,001
-691
-4% -$30.2K 0.03% 314
2021
Q2 		$896K Sell
19,692
-42,025
-68% -$1.97M 0.03% 316
2021
Q1 		$2.75M Sell
61,717
-3,141
-5% -$134K 0.1% 232
2020
Q4 		$2.53M Sell
64,858
-4,565
-7% -$155K 0.1% 221
2020
Q3 		$2.08M Sell
69,423
-756
-1% -$24.4K 0.09% 234
2020
Q2 		$2.26M Buy
70,179
+14,253
+25% +$439K 0.11% 223
2020
Q1 		$1.74M Buy
55,926
+2,830
+5% +$120K 0.1% 231
2019
Q4 		$2.38M Sell
53,096
-768
-1% -$34.7K 0.11% 242
2019
Q3 		$2.65M Sell
53,864
-1,889
-3% -$90.5K 0.13% 209
2019
Q2 		$2.62M Sell
55,753
-1,370
-2% -$62.4K 0.13% 212
2019
Q1 		$2.48M Buy
57,123
+9,017
+19% +$399K 0.13% 213
2018
Q4 		$2.12M Sell
48,106
-9,366
-16% -$422K 0.13% 219
2018
Q3 		$2.62M Buy
57,472
+25,989
+83% +$1.2M 0.16% 188
2018
Q2 		$1.44M Sell
31,483
-2,079
-6% -$100K 0.1% 248
2018
Q1 		$1.66M Sell
33,562
-5,161
-13% -$270K 0.11% 238
2017
Q4 		$2.05M Sell
38,723
-5,115
-12% -$269K 0.13% 214
2017
Q3 		$2.2M Buy
43,838
+2,669
+6% +$133K 0.14% 191
2017
Q2 		$2.01M Sell
41,169
-387
-0.9% -$17.7K 0.14% 197
2017
Q1 		$1.84M Buy
41,556
+5,211
+14% +$222K 0.12% 210
2016
Q4 		$1.51M Buy
36,345
+1,382
+4% +$52.6K 0.1% 223
2016
Q3 		$1.2M Sell
34,963
-2,362
-6% -$76.7K 0.08% 228
2016
Q2 		$1.17M Sell
37,325
-1,419
-4% -$45.2K 0.09% 166
2016
Q1 		$1.25M Buy
38,744
+7,323
+23% +$231K 0.08% 162
2015
Q4 		$1.1M Sell
31,421
-1,584
-5% -$56.7K 0.08% 165
2015
Q3 		$1.15M Buy
33,005
+1,612
+5% +$60.7K 0.09% 162
2015
Q2 		$1.2M Buy
31,393
+4,726
+18% +$188K 0.08% 173
2015
Q1 		$1.1M Buy
+26,667
New +$1.07M 0.08% 176

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Northwest & Ethical Investments's CNA Position: Q4 2024 in Review

Northwest & Ethical Investments sold out of CNA Financial (CNA) in Q4 2024, closing a stake of 6,773 shares — an estimated $331K sold.

Northwest & Ethical Investments first reported a position in CNA in Q1 2015 and held it in 39 quarters. The position peaked at $2.75M in Q1 2021. 274 funds tracked by Wall St. Rank hold CNA as of Q4 2024.

  • Northwest & Ethical Investments reported no remaining CNA Financial position as of Q4 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 6,773 CNA Financial shares in Q4 2024, an estimated $331K.
  • Northwest & Ethical Investments first reported a position in CNA Financial in Q1 2015 and held it in 39 quarters.
  • Northwest & Ethical Investments's CNA Financial position peaked at $2.75M in Q1 2021.
  • 274 funds tracked by Wall St. Rank held CNA Financial as of Q4 2024.

Based on Northwest & Ethical Investments's 13F filing for Q4 2024, filed 11 Feb 2025.