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Northwest & Ethical Investments’s Stride LRN Stock Holding History

Northwest & Ethical Investments’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-400
Closed -$41.5K – 505
2024
Q4 		$41.5K Sell
400
-1,400
-78% -$133K ﹤0.01% 467
2024
Q3 		$154K Hold
1,800
– – ﹤0.01% 437
2024
Q2 		$127K Buy
1,800
+300
+20% +$20K ﹤0.01% 432
2024
Q1 		$94.6K Buy
+1,500
New +$90.4K ﹤0.01% 445

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Northwest & Ethical Investments sold out of Stride (LRN) in Q1 2025, closing a stake of 400 shares — an estimated $41.5K sold.

Northwest & Ethical Investments first reported a position in LRN in Q1 2024 and held it in 4 quarters. The position peaked at $154K in Q3 2024. 473 funds tracked by Wall St. Rank hold LRN as of Q1 2025.

  • Northwest & Ethical Investments reported no remaining Stride position as of Q1 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 400 Stride shares in Q1 2025, an estimated $41.5K.
  • Northwest & Ethical Investments first reported a position in Stride in Q1 2024 and held it in 4 quarters.
  • Northwest & Ethical Investments's Stride position peaked at $154K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Stride as of Q1 2025.

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