NEI
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Northwest & Ethical Investments’s Eagle Materials EXP Stock Holding History

Northwest & Ethical Investments’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127K Sell
556
-839
-60% -$175K ﹤0.01% 459
2026
Q1 		$259K Sell
1,395
-801
-36% -$170K 0.01% 467
2025
Q4 		$462K Buy
2,196
+316
+17% +$69.7K 0.01% 401
2025
Q3 		$438K Buy
+1,880
New +$426K 0.01% 413
2020
Q1 		– Sell
-15,731
Closed -$1.43M – 373
2019
Q4 		$1.43M Sell
15,731
-2,000
-11% -$183K 0.06% 292
2019
Q3 		$1.6M Sell
17,731
-22,525
-56% -$1.93M 0.08% 277
2019
Q2 		$3.73M Hold
40,256
– – 0.19% 157
2019
Q1 		$3.39M Sell
40,256
-922
-2% -$66.6K 0.18% 168
2018
Q4 		$2.51M Buy
41,178
+18,527
+82% +$1.33M 0.15% 189
2018
Q3 		$1.93M Buy
22,651
+400
+2% +$38.8K 0.12% 229
2018
Q2 		$2.34M Buy
22,251
+62
+0.3% +$6.53K 0.15% 196
2018
Q1 		$2.29M Buy
22,189
+1,305
+6% +$141K 0.15% 200
2017
Q4 		$2.37M Buy
20,884
+1,001
+5% +$108K 0.15% 192
2017
Q3 		$2.12M Buy
19,883
+702
+4% +$67K 0.13% 197
2017
Q2 		$1.77M Hold
19,181
– – 0.12% 211
2017
Q1 		$1.86M Buy
19,181
+6,396
+50% +$652K 0.13% 207
2016
Q4 		$1.26M Sell
12,785
-4,015
-24% -$360K 0.09% 244
2016
Q3 		$1.3M Buy
+16,800
New +$1.35M 0.09% 223

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwest & Ethical Investments's EXP Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Eagle Materials (EXP) stake by 60% in Q2 2026, selling an estimated $175K and leaving 556 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Northwest & Ethical Investments first reported a position in EXP in Q3 2016 and has held it in 18 quarters since. The position peaked at $3.73M in Q2 2019. 536 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Northwest & Ethical Investments held 556 shares of Eagle Materials worth $127K as of Q2 2026.
  • Northwest & Ethical Investments sold 839 Eagle Materials shares in Q2 2026, an estimated $175K.
  • Eagle Materials made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #459 holding.
  • Northwest & Ethical Investments first reported a position in Eagle Materials in Q3 2016 and has held it in 18 quarters since.
  • Northwest & Ethical Investments's Eagle Materials position peaked at $3.73M in Q2 2019.
  • 536 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.