Mackenzie Financial
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Mackenzie Financial’s Idacorp IDA Stock Holding History

Mackenzie Financial’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
Q4 		– Sell
-5,761
Closed -$594K – 1739
2024
Q3 		$594K Buy
+5,761
New +$575K ﹤0.01% 978
2018
Q4 		– Sell
-99,958
Closed -$9.92M – 1181
2018
Q3 		$9.92M Sell
99,958
-10,542
-10% -$1.02M 0.02% 332
2018
Q2 		$10.2M Sell
110,500
-7,300
-6% -$655K 0.03% 321
2018
Q1 		$10.4M Buy
117,800
+7,800
+7% +$658K 0.03% 330
2017
Q4 		$10.1M Buy
+110,000
New +$10.3M 0.02% 356

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial's IDA Position: Q4 2024 in Review

Mackenzie Financial sold out of Idacorp (IDA) in Q4 2024, closing a stake of 5,761 shares — an estimated $594K sold.

Mackenzie Financial first reported a position in IDA in Q4 2017 and held it in 5 quarters. The position peaked at $10.4M in Q1 2018. 450 funds tracked by Wall St. Rank hold IDA as of Q4 2024.

  • Mackenzie Financial reported no remaining Idacorp position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 5,761 Idacorp shares in Q4 2024, an estimated $594K.
  • Mackenzie Financial first reported a position in Idacorp in Q4 2017 and held it in 5 quarters.
  • Mackenzie Financial's Idacorp position peaked at $10.4M in Q1 2018.
  • 450 funds tracked by Wall St. Rank held Idacorp as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.