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Foresters Investment Management’s Idacorp IDA Stock Holding History

Foresters Investment Management’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
2019
Q3 		$13.2M Buy
117,000
+5,500
+5% +$586K 0.26% 136
2019
Q2 		$11.2M Buy
111,500
+7,700
+7% +$777K 0.2% 166
2019
Q1 		$10.3M Buy
103,800
+2,900
+3% +$282K 0.18% 181
2018
Q4 		$9.39M Buy
+100,900
New +$9.85M 0.18% 174

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Foresters Investment Management's IDA Position: Q3 2019 in Review

Foresters Investment Management increased its Idacorp (IDA) stake by 4.9% in Q3 2019, buying an estimated $586K and bringing the position to 117,000 shares worth $13.2M. The position accounts for 0.26% of the portfolio, ranked #136.

Foresters Investment Management first reported a position in IDA in Q4 2018 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold IDA as of Q3 2019.

  • Foresters Investment Management held 117,000 shares of Idacorp worth $13.2M as of Q3 2019.
  • Foresters Investment Management bought 5,500 Idacorp shares in Q3 2019, an estimated $586K.
  • Idacorp made up 0.26% of Foresters Investment Management's portfolio in Q3 2019, its #136 holding.
  • Foresters Investment Management first reported a position in Idacorp in Q4 2018 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held Idacorp as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.