NEI
OPTU

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 $14B AUM 21.41% 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 $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.55B AUM 29.93% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return