Caitlin John’s Idacorp IDA Stock Holding History

Caitlin John’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
2024 Q3	–	Sell	-25	Closed	-$2.33K	–	901
2024 Q2	$2.33K	Sell	25 -7,523	-100%	-$706K	﹤0.01%	635
2024 Q1	$701K	Buy	7,548 +749	+11%	+$68.6K	0.52%	52
2023 Q4	$668K	Buy	+6,799	New	+$658K	0.55%	51

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Caitlin John's IDA Position: Q3 2024 in Review

Caitlin John sold out of Idacorp (IDA) in Q3 2024, closing a stake of 25 shares — an estimated $2.33K sold.

Caitlin John first reported a position in IDA in Q4 2023 and held it in 3 quarters. The position peaked at $701K in Q1 2024. 435 funds tracked by Wall St. Rank hold IDA as of Q3 2024.

Caitlin John reported no remaining Idacorp position as of Q3 2024 after selling out during the quarter.
Caitlin John sold 25 Idacorp shares in Q3 2024, an estimated $2.33K.
Caitlin John first reported a position in Idacorp in Q4 2023 and held it in 3 quarters.
Caitlin John's Idacorp position peaked at $701K in Q1 2024.
435 funds tracked by Wall St. Rank held Idacorp as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.