NEI
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Northwest & Ethical Investments’s Loar Holdings LOAR Stock Holding History

Northwest & Ethical Investments’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-500
Closed -$36.9K – 540
2024
Q4 		$36.9K Hold
500
– – ﹤0.01% 468
2024
Q3 		$37.3K Hold
500
– – ﹤0.01% 490
2024
Q2 		$26.7K Buy
+500
New +$27.1K ﹤0.01% 474

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northwest & Ethical Investments's LOAR Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of Loar Holdings (LOAR) in Q1 2025, closing a stake of 500 shares — an estimated $36.9K sold.

Northwest & Ethical Investments first reported a position in LOAR in Q2 2024 and held it in 3 quarters. The position peaked at $37.3K in Q3 2024. 161 funds tracked by Wall St. Rank hold LOAR as of Q1 2025.

  • Northwest & Ethical Investments reported no remaining Loar Holdings position as of Q1 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 500 Loar Holdings shares in Q1 2025, an estimated $36.9K.
  • Northwest & Ethical Investments first reported a position in Loar Holdings in Q2 2024 and held it in 3 quarters.
  • Northwest & Ethical Investments's Loar Holdings position peaked at $37.3K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2025.

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