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Yorktown Management & Research Company’s Idacorp IDA Stock Holding History

Yorktown Management & Research Company’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
2019
Q4 		– Sell
-1,800
Closed -$203K – 300
2019
Q3 		$203K Buy
+1,800
New +$192K 0.11% 284

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Yorktown Management & Research Company's IDA Position: Q4 2019 in Review

Yorktown Management & Research Company sold out of Idacorp (IDA) in Q4 2019, closing a stake of 1,800 shares — an estimated $203K sold.

Yorktown Management & Research Company first reported a position in IDA in Q3 2019 and held it in 1 quarter. The position peaked at $203K in Q3 2019. 370 funds tracked by Wall St. Rank hold IDA as of Q4 2019.

  • Yorktown Management & Research Company reported no remaining Idacorp position as of Q4 2019 after selling out during the quarter.
  • Yorktown Management & Research Company sold 1,800 Idacorp shares in Q4 2019, an estimated $203K.
  • Yorktown Management & Research Company first reported a position in Idacorp in Q3 2019 and held it in 1 quarter.
  • Yorktown Management & Research Company's Idacorp position peaked at $203K in Q3 2019.
  • 370 funds tracked by Wall St. Rank held Idacorp as of Q4 2019.

Based on Yorktown Management & Research Company's 13F filing for Q4 2019, filed 27 Jan 2020.