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Advisory Research’s Idacorp IDA Stock Holding History

Advisory Research’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-63,829
Closed -$6.13M – 361
2020
Q4 		$6.13M Sell
63,829
-14,053
-18% -$1.28M 0.45% 75
2020
Q3 		$6.22M Buy
77,882
+3,236
+4% +$285K 0.61% 56
2020
Q2 		$6.52M Sell
74,646
-37,149
-33% -$3.35M 0.58% 53
2020
Q1 		$9.81M Buy
+111,795
New +$11.5M 0.68% 55

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's IDA Position: Q1 2021 in Review

Advisory Research sold out of Idacorp (IDA) in Q1 2021, closing a stake of 63,829 shares — an estimated $6.13M sold.

Advisory Research first reported a position in IDA in Q1 2020 and held it in 4 quarters. The position peaked at $9.81M in Q1 2020. 368 funds tracked by Wall St. Rank hold IDA as of Q1 2021.

  • Advisory Research reported no remaining Idacorp position as of Q1 2021 after selling out during the quarter.
  • Advisory Research sold 63,829 Idacorp shares in Q1 2021, an estimated $6.13M.
  • Advisory Research first reported a position in Idacorp in Q1 2020 and held it in 4 quarters.
  • Advisory Research's Idacorp position peaked at $9.81M in Q1 2020.
  • 368 funds tracked by Wall St. Rank held Idacorp as of Q1 2021.

Based on Advisory Research's 13F filing for Q1 2021, filed 12 May 2021.