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Northwest & Ethical Investments’s Optimum Communications Inc OPTU Stock Holding History

Northwest & Ethical Investments’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-64,986
Closed -$2.11M – 407
2021
Q1 		$2.11M Sell
64,986
-11,759
-15% -$410K 0.07% 262
2020
Q4 		$2.91M Hold
76,745
– – 0.11% 207
2020
Q3 		$2M Sell
76,745
-6,866
-8% -$178K 0.09% 237
2020
Q2 		$1.88M Hold
83,611
– – 0.09% 241
2020
Q1 		$1.86M Hold
83,611
– – 0.11% 221
2019
Q4 		$2.29M Hold
83,611
– – 0.1% 246
2019
Q3 		$2.4M Buy
+83,611
New +$2.28M 0.12% 221

Other funds holding OPTU

SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.46% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northwest & Ethical Investments's OPTU Position: Q2 2021 in Review

Northwest & Ethical Investments sold out of Optimum Communications Inc (OPTU) in Q2 2021, closing a stake of 64,986 shares — an estimated $2.11M sold.

Northwest & Ethical Investments first reported a position in OPTU in Q3 2019 and held it in 7 quarters. The position peaked at $2.91M in Q4 2020. 344 funds tracked by Wall St. Rank hold OPTU as of Q2 2021.

  • Northwest & Ethical Investments reported no remaining Optimum Communications Inc position as of Q2 2021 after selling out during the quarter.
  • Northwest & Ethical Investments sold 64,986 Optimum Communications Inc shares in Q2 2021, an estimated $2.11M.
  • Northwest & Ethical Investments first reported a position in Optimum Communications Inc in Q3 2019 and held it in 7 quarters.
  • Northwest & Ethical Investments's Optimum Communications Inc position peaked at $2.91M in Q4 2020.
  • 344 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q2 2021.

Based on Northwest & Ethical Investments's 13F filing for Q2 2021, filed 9 Jul 2025.