Massachusetts Financial Services
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Massachusetts Financial Services’s Idacorp IDA Stock Holding History

Massachusetts Financial Services’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
2023
Q3 		– Sell
-13,003
Closed -$1.33M – 855
2023
Q2 		$1.33M Sell
13,003
-304
-2% -$32.7K ﹤0.01% 734
2023
Q1 		$1.44M Buy
13,307
+11,407
+600% +$1.2M ﹤0.01% 732
2022
Q4 		$205K Buy
+1,900
New +$197K ﹤0.01% 842

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 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services's IDA Position: Q3 2023 in Review

Massachusetts Financial Services sold out of Idacorp (IDA) in Q3 2023, closing a stake of 13,003 shares — an estimated $1.33M sold.

Massachusetts Financial Services first reported a position in IDA in Q4 2022 and held it in 3 quarters. The position peaked at $1.44M in Q1 2023. 389 funds tracked by Wall St. Rank hold IDA as of Q3 2023.

  • Massachusetts Financial Services reported no remaining Idacorp position as of Q3 2023 after selling out during the quarter.
  • Massachusetts Financial Services sold 13,003 Idacorp shares in Q3 2023, an estimated $1.33M.
  • Massachusetts Financial Services first reported a position in Idacorp in Q4 2022 and held it in 3 quarters.
  • Massachusetts Financial Services's Idacorp position peaked at $1.44M in Q1 2023.
  • 389 funds tracked by Wall St. Rank held Idacorp as of Q3 2023.

Based on Massachusetts Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.