ClearBridge Investments (Australia)’s Idacorp IDA Stock Holding History

ClearBridge Investments (Australia)’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
2020 Q2	–	Sell	-445	Closed	-$39K	–	54
2020 Q1	$39K	Buy	445 +13	+3%	+$1.34K	﹤0.01%	41
2019 Q4	$46K	Sell	432 -18	-4%	-$1.92K	﹤0.01%	40
2019 Q3	$51K	Sell	450 -9	-2%	-$959	﹤0.01%	42
2019 Q2	$47K	Sell	459 -24	-5%	-$2.42K	﹤0.01%	42
2019 Q1	$49K	Sell	483 -276	-36%	-$26.8K	﹤0.01%	40
2018 Q4	$71K	Buy	759 +63	+9%	+$6.15K	0.01%	40
2018 Q3	$70K	Sell	696 -123	-15%	-$11.8K	﹤0.01%	40
2018 Q2	$76K	Buy	+819	New	+$73.5K	﹤0.01%	43

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

ClearBridge Investments (Australia)'s IDA Position: Q2 2020 in Review

ClearBridge Investments (Australia) sold out of Idacorp (IDA) in Q2 2020, closing a stake of 445 shares — an estimated $39K sold.

ClearBridge Investments (Australia) first reported a position in IDA in Q2 2018 and held it in 8 quarters. The position peaked at $76K in Q2 2018. 328 funds tracked by Wall St. Rank hold IDA as of Q2 2020.

ClearBridge Investments (Australia) reported no remaining Idacorp position as of Q2 2020 after selling out during the quarter.
ClearBridge Investments (Australia) sold 445 Idacorp shares in Q2 2020, an estimated $39K.
ClearBridge Investments (Australia) first reported a position in Idacorp in Q2 2018 and held it in 8 quarters.
ClearBridge Investments (Australia)'s Idacorp position peaked at $76K in Q2 2018.
328 funds tracked by Wall St. Rank held Idacorp as of Q2 2020.

Based on ClearBridge Investments (Australia)'s 13F filing for Q2 2020, filed 14 Aug 2020.