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Mendota Financial Group’s Idacorp IDA Stock Holding History

Mendota Financial Group’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
Q3 		– Sell
-626
Closed -$58.3K – 1197
2024
Q2 		$58.3K Hold
626
– – 0.03% 160
2024
Q1 		$58.1K Hold
626
– – 0.03% 171
2023
Q4 		$61.5K Hold
626
– – 0.05% 184
2023
Q3 		$58.6K Hold
626
– – 0.06% 131
2023
Q2 		$64.2K Hold
626
– – 0.07% 120
2023
Q1 		$72.2K Hold
626
– – 0.07% 116
2022
Q4 		$67.5K Buy
+626
New +$64.9K 0.09% 119

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Mendota Financial Group's IDA Position: Q3 2024 in Review

Mendota Financial Group sold out of Idacorp (IDA) in Q3 2024, closing a stake of 626 shares — an estimated $58.3K sold.

Mendota Financial Group first reported a position in IDA in Q4 2022 and held it in 7 quarters. The position peaked at $72.2K in Q1 2023. 435 funds tracked by Wall St. Rank hold IDA as of Q3 2024.

  • Mendota Financial Group reported no remaining Idacorp position as of Q3 2024 after selling out during the quarter.
  • Mendota Financial Group sold 626 Idacorp shares in Q3 2024, an estimated $58.3K.
  • Mendota Financial Group first reported a position in Idacorp in Q4 2022 and held it in 7 quarters.
  • Mendota Financial Group's Idacorp position peaked at $72.2K in Q1 2023.
  • 435 funds tracked by Wall St. Rank held Idacorp as of Q3 2024.

Based on Mendota Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.