Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Idacorp IDA Stock Holding History

Sumitomo Mitsui Trust 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
2025
Q1 		– Sell
-2,270
Closed -$248K – 1049
2024
Q4 		$248K Buy
+2,270
New +$249K ﹤0.01% 1009
2024
Q3 		– Sell
-2,880
Closed -$268K – 1073
2024
Q2 		$268K Sell
2,880
-330
-10% -$31K ﹤0.01% 1020
2024
Q1 		$298K Buy
3,210
+390
+14% +$35.7K ﹤0.01% 1074
2023
Q4 		$277K Buy
+2,820
New +$273K ﹤0.01% 1091
2021
Q2 		– Sell
-2,700
Closed -$270K – 1198
2021
Q1 		$270K Sell
2,700
-1,300
-33% -$119K ﹤0.01% 1119
2020
Q4 		$384K Buy
+4,000
New +$364K ﹤0.01% 1082

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group's IDA Position: Q1 2025 in Review

Sumitomo Mitsui Trust Group sold out of Idacorp (IDA) in Q1 2025, closing a stake of 2,270 shares — an estimated $248K sold.

Sumitomo Mitsui Trust Group first reported a position in IDA in Q4 2020 and held it in 6 quarters. The position peaked at $384K in Q4 2020. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

  • Sumitomo Mitsui Trust Group reported no remaining Idacorp position as of Q1 2025 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 2,270 Idacorp shares in Q1 2025, an estimated $248K.
  • Sumitomo Mitsui Trust Group first reported a position in Idacorp in Q4 2020 and held it in 6 quarters.
  • Sumitomo Mitsui Trust Group's Idacorp position peaked at $384K in Q4 2020.
  • 454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2025, filed 25 Apr 2025.