Loomis, Sayles & Company
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Loomis, Sayles & Company’s Idacorp IDA Stock Holding History

Loomis, Sayles & Company’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
-108
Closed -$11K – 826
2023
Q4 		$11K Buy
+108
New +$10.5K ﹤0.01% 763
2023
Q3 		– Sell
-55
Closed -$6K – 960
2023
Q2 		$6K Buy
55
+36
+189% +$3.87K ﹤0.01% 786
2023
Q1 		$2K Sell
19
-288
-94% -$30.2K ﹤0.01% 941
2022
Q4 		$33K Buy
307
+291
+1,819% +$30.2K ﹤0.01% 674
2022
Q3 		$2K Hold
16
– – ﹤0.01% 806
2022
Q2 		$2K Sell
16
-10
-38% -$1.08K ﹤0.01% 840
2022
Q1 		$3K Buy
+26
New +$2.83K ﹤0.01% 869
2018
Q4 		– Sell
-117
Closed -$12K – 880
2018
Q3 		$12K Hold
117
– – ﹤0.01% 787
2018
Q2 		$11K Hold
117
– – ﹤0.01% 789
2018
Q1 		$10K Buy
+117
New +$9.87K ﹤0.01% 806
2016
Q2 		– Sell
-43
Closed -$3K – 1060
2016
Q1 		$3K Buy
+43
New +$3.04K ﹤0.01% 980
2015
Q4 		– Sell
-6,517
Closed -$422K – 1082
2015
Q3 		$422K Buy
+6,517
New +$393K ﹤0.01% 637

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

Loomis, Sayles & Company's IDA Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Idacorp (IDA) in Q1 2024, closing a stake of 108 shares — an estimated $11K sold.

Loomis, Sayles & Company first reported a position in IDA in Q3 2015 and held it in 12 quarters. The position peaked at $422K in Q3 2015. 403 funds tracked by Wall St. Rank hold IDA as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Idacorp position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 108 Idacorp shares in Q1 2024, an estimated $11K.
  • Loomis, Sayles & Company first reported a position in Idacorp in Q3 2015 and held it in 12 quarters.
  • Loomis, Sayles & Company's Idacorp position peaked at $422K in Q3 2015.
  • 403 funds tracked by Wall St. Rank held Idacorp as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.