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Systematic Financial Management’s Idacorp IDA Stock Holding History

Systematic Financial Management’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
2020
Q2 		– Sell
-4,505
Closed -$395K – 519
2020
Q1 		$395K Sell
4,505
-1,285
-22% -$132K 0.02% 225
2019
Q4 		$618K Buy
5,790
+660
+13% +$70.5K 0.02% 323
2019
Q3 		$578K Sell
5,130
-3,695
-42% -$394K 0.03% 246
2019
Q2 		$886K Buy
+8,825
New +$890K 0.03% 399
2015
Q4 		– Sell
-29,035
Closed -$1.88M – 636
2015
Q3 		$1.88M Sell
29,035
-72,491
-71% -$4.37M 0.02% 527
2015
Q2 		$5.7M Buy
101,526
+4,236
+4% +$252K 0.05% 314
2015
Q1 		$6.12M Buy
+97,290
New +$6.26M 0.05% 327
2014
Q3 		– Sell
-34,985
Closed -$2.02M – 701
2014
Q2 		$2.02M Sell
34,985
-230
-0.7% -$12.7K 0.01% 418
2014
Q1 		$1.95M Sell
35,215
-595
-2% -$31.9K 0.01% 432
2013
Q4 		$1.86M Buy
+35,810
New +$1.83M 0.01% 520
2013
Q3 		– Sell
-28,640
Closed -$1.37M – 667
2013
Q2 		$1.37M Buy
+28,640
New +$1.38M 0.01% 547

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Financial Management's IDA Position: Q2 2020 in Review

Systematic Financial Management sold out of Idacorp (IDA) in Q2 2020, closing a stake of 4,505 shares — an estimated $395K sold.

Systematic Financial Management first reported a position in IDA in Q2 2013 and held it in 11 quarters. The position peaked at $6.12M in Q1 2015. 328 funds tracked by Wall St. Rank hold IDA as of Q2 2020.

  • Systematic Financial Management reported no remaining Idacorp position as of Q2 2020 after selling out during the quarter.
  • Systematic Financial Management sold 4,505 Idacorp shares in Q2 2020, an estimated $395K.
  • Systematic Financial Management first reported a position in Idacorp in Q2 2013 and held it in 11 quarters.
  • Systematic Financial Management's Idacorp position peaked at $6.12M in Q1 2015.
  • 328 funds tracked by Wall St. Rank held Idacorp as of Q2 2020.

Based on Systematic Financial Management's 13F filing for Q2 2020, filed 13 Aug 2020.