Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Parnassus Investments’s
Idacorp
IDA
Stock Holding History
Parnassus Investments’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
-749,994
Closed
-$69.9M
–
131
2024
Q2
$69.9M
Buy
749,994
+32,157
+4%
+$3.02M
0.15%
88
2024
Q1
$66.7M
Sell
717,837
-335,580
-32%
-$30.7M
0.14%
93
2023
Q4
$104M
Sell
1,053,417
-132,085
-11%
-$12.8M
0.23%
79
2023
Q3
$111M
Hold
1,185,502
–
–
0.27%
70
2023
Q2
$122M
Hold
1,185,502
–
–
0.28%
70
2023
Q1
$128M
Sell
1,185,502
-151,852
-11%
-$15.9M
0.32%
67
2022
Q4
$144M
Sell
1,337,354
-462,991
-26%
-$48M
0.36%
63
2022
Q3
$178M
Hold
1,800,345
–
–
0.46%
55
2022
Q2
$191M
Buy
1,800,345
+593,920
+49%
+$64.2M
0.46%
56
2022
Q1
$139M
Sell
1,206,425
-86,547
-7%
-$9.42M
0.28%
79
2021
Q4
$147M
Hold
1,292,972
–
–
0.28%
72
2021
Q3
$134M
Buy
1,292,972
+34,120
+3%
+$3.57M
0.28%
72
2021
Q2
$123M
Buy
1,258,852
+91,602
+8%
+$9.18M
0.27%
86
2021
Q1
$117M
Sell
1,167,250
-394,118
-25%
-$36M
0.28%
74
2020
Q4
$150M
Hold
1,561,368
–
–
0.41%
56
2020
Q3
$125M
Buy
1,561,368
+230,012
+17%
+$20.3M
0.39%
57
2020
Q2
$116M
Buy
1,331,356
+130,494
+11%
+$11.8M
0.4%
58
2020
Q1
$105M
Buy
1,200,862
+81,240
+7%
+$8.36M
0.44%
55
2019
Q4
$120M
Buy
1,119,622
+260,158
+30%
+$27.8M
0.4%
60
2019
Q3
$96.8M
Buy
+859,464
New
+$91.6M
0.35%
61
Other funds holding IDA
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close