Jupiter Investment Management’s Idacorp IDA Stock Holding History

Jupiter 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
2020 Q2	$17.5M	Sell	200,785 -2,133	-1%	-$193K	0.28%	99
2020 Q1	$17.8M	Buy	202,918 +176,056	+655%	+$18.1M	0.35%	85
2019 Q4	$2.87M	Buy	+26,862	New	+$2.87M	0.04%	266
2019 Q3	–	Sell	-12,161	Closed	-$1.22M	–	458
2019 Q2	$1.22M	Sell	12,161 -114,578	-90%	-$11.6M	0.01%	243
2019 Q1	$12.6M	Sell	126,739 -23,278	-16%	-$2.26M	0.12%	130
2018 Q4	$14M	Buy	+150,017	New	+$14.7M	0.12%	132
2018 Q2	–	Sell	-37,634	Closed	-$3.32M	–	407
2018 Q1	$3.32M	Buy	+37,634	New	+$3.18M	0.03%	216
2017 Q3	–	Sell	-7,000	Closed	-$597K	–	411
2017 Q2	$597K	Buy	+7,000	New	+$600K	0.01%	301
2016 Q3	–	Sell	-24,197	Closed	-$1.97M	–	394
2016 Q2	$1.97M	Buy	24,197 +22,623	+1,437%	+$1.67M	0.04%	255
2016 Q1	$117K	Buy	+1,574	New	+$111K	﹤0.01%	426
2014 Q4	–	Sell	-10,878	Closed	-$583K	–	367
2014 Q3	$583K	Sell	10,878 -13,571	-56%	-$747K	0.03%	259
2014 Q2	$1.41M	Buy	24,449 +4,155	+20%	+$229K	0.08%	200
2014 Q1	$1.13M	Buy	+20,294	New	+$1.09M	0.08%	225

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

Jupiter Investment Management's IDA Position: Q2 2020 in Review

Jupiter Investment Management reduced its Idacorp (IDA) stake by 1.1% in Q2 2020, selling an estimated $193K and leaving 200,785 shares worth $17.5M. The position accounts for 0.28% of the portfolio, ranked #99.

Jupiter Investment Management first reported a position in IDA in Q1 2014 and has held it in 13 quarters since. The position peaked at $17.8M in Q1 2020. 328 funds tracked by Wall St. Rank hold IDA as of Q2 2020.

Jupiter Investment Management held 200,785 shares of Idacorp worth $17.5M as of Q2 2020.
Jupiter Investment Management sold 2,133 Idacorp shares in Q2 2020, an estimated $193K.
Idacorp made up 0.28% of Jupiter Investment Management's portfolio in Q2 2020, its #99 holding.
Jupiter Investment Management first reported a position in Idacorp in Q1 2014 and has held it in 13 quarters since.
Jupiter Investment Management's Idacorp position peaked at $17.8M in Q1 2020.
328 funds tracked by Wall St. Rank held Idacorp as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.