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Jackson Creek Investment Advisors’s Idacorp IDA Stock Holding History

Jackson Creek Investment Advisors’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
Q1 		– Sell
-3,071
Closed -$302K – 332
2023
Q4 		$302K Buy
+3,071
New +$297K 0.12% 283
2022
Q4 		– Sell
-3,245
Closed -$321K – 336
2022
Q3 		$321K Buy
+3,245
New +$354K 0.15% 267
2022
Q1 		– Sell
-5,822
Closed -$660K – 323
2021
Q4 		$660K Buy
+5,822
New +$620K 0.24% 209
2021
Q2 		– Sell
-2,553
Closed -$255K – 330
2021
Q1 		$255K Sell
2,553
-54
-2% -$4.94K 0.09% 301
2020
Q4 		$250K Buy
+2,607
New +$237K 0.1% 284

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Creek Investment Advisors's IDA Position: Q1 2024 in Review

Jackson Creek Investment Advisors sold out of Idacorp (IDA) in Q1 2024, closing a stake of 3,071 shares — an estimated $302K sold.

Jackson Creek Investment Advisors first reported a position in IDA in Q4 2020 and held it in 5 quarters. The position peaked at $660K in Q4 2021. 403 funds tracked by Wall St. Rank hold IDA as of Q1 2024.

  • Jackson Creek Investment Advisors reported no remaining Idacorp position as of Q1 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 3,071 Idacorp shares in Q1 2024, an estimated $302K.
  • Jackson Creek Investment Advisors first reported a position in Idacorp in Q4 2020 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's Idacorp position peaked at $660K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held Idacorp as of Q1 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.