EARNEST Partners’s Idacorp IDA Stock Holding History

EARNEST Partners’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
2023 Q4	–	Sell	-89	Closed	-$8.34K	–	663
2023 Q3	$8.34K	Hold	89	–	–	﹤0.01%	680
2023 Q2	$9.13K	Hold	89	–	–	﹤0.01%	662
2023 Q1	$9.64K	Hold	89	–	–	﹤0.01%	632
2022 Q4	$9.6K	Hold	89	–	–	﹤0.01%	625
2022 Q3	$9K	Hold	89	–	–	﹤0.01%	612
2022 Q2	$9K	Hold	89	–	–	﹤0.01%	626
2022 Q1	$10K	Hold	89	–	–	﹤0.01%	651
2021 Q4	$10K	Hold	89	–	–	﹤0.01%	672
2021 Q3	$9K	Hold	89	–	–	﹤0.01%	683
2021 Q2	$9K	Hold	89	–	–	﹤0.01%	690
2021 Q1	$9K	Hold	89	–	–	﹤0.01%	665
2020 Q4	$9K	Hold	89	–	–	﹤0.01%	642
2020 Q3	$7K	Hold	89	–	–	﹤0.01%	653
2020 Q2	$8K	Hold	89	–	–	﹤0.01%	613
2020 Q1	$8K	Hold	89	–	–	﹤0.01%	566
2019 Q4	$10K	Buy	+89	New	+$9.51K	﹤0.01%	594

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

EARNEST Partners's IDA Position: Q4 2023 in Review

EARNEST Partners sold out of Idacorp (IDA) in Q4 2023, closing a stake of 89 shares — an estimated $8.34K sold.

EARNEST Partners first reported a position in IDA in Q4 2019 and held it in 16 quarters. The position peaked at $10K in Q1 2022. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2023.

EARNEST Partners reported no remaining Idacorp position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 89 Idacorp shares in Q4 2023, an estimated $8.34K.
EARNEST Partners first reported a position in Idacorp in Q4 2019 and held it in 16 quarters.
EARNEST Partners's Idacorp position peaked at $10K in Q1 2022.
405 funds tracked by Wall St. Rank held Idacorp as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.