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Longfellow Investment Management’s Idacorp IDA Stock Holding History

Longfellow 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
2021
Q4 		– Sell
-828
Closed -$86K – 405
2021
Q3 		$86K Hold
828
– – 0.01% 278
2021
Q2 		$81K Sell
828
-940
-53% -$94.2K 0.01% 289
2021
Q1 		$177K Buy
1,768
+1,300
+278% +$119K 0.02% 327
2020
Q4 		$45K Buy
+468
New +$42.6K 0.01% 382

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Longfellow Investment Management's IDA Position: Q4 2021 in Review

Longfellow Investment Management sold out of Idacorp (IDA) in Q4 2021, closing a stake of 828 shares — an estimated $86K sold.

Longfellow Investment Management first reported a position in IDA in Q4 2020 and held it in 4 quarters. The position peaked at $177K in Q1 2021. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2021.

  • Longfellow Investment Management reported no remaining Idacorp position as of Q4 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 828 Idacorp shares in Q4 2021, an estimated $86K.
  • Longfellow Investment Management first reported a position in Idacorp in Q4 2020 and held it in 4 quarters.
  • Longfellow Investment Management's Idacorp position peaked at $177K in Q1 2021.
  • 405 funds tracked by Wall St. Rank held Idacorp as of Q4 2021.

Based on Longfellow Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.