Zurich Insurance Group’s Idacorp IDA Stock Holding History

Zurich Insurance 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
2020 Q4	–	Sell	-25,800	Closed	-$2.06M	–	221
2020 Q3	$2.06M	Hold	25,800	–	–	0.04%	98
2020 Q2	$2.25M	Buy	+25,800	New	+$2.33M	0.04%	95
2019 Q1	–	Sell	-9,400	Closed	-$875K	–	456
2018 Q4	$875K	Hold	9,400	–	–	0.02%	317
2018 Q3	$933K	Sell	9,400 -16,100	-63%	-$1.55M	0.02%	384
2018 Q2	$2.35M	Hold	25,500	–	–	0.05%	314
2018 Q1	$2.25M	Hold	25,500	–	–	0.05%	367
2017 Q4	$2.33M	Hold	25,500	–	–	0.05%	402
2017 Q3	$2.24M	Hold	25,500	–	–	0.06%	353
2017 Q2	$2.18M	Hold	25,500	–	–	0.06%	374
2017 Q1	$2.12M	Hold	25,500	–	–	0.06%	335
2016 Q4	$2.05M	Hold	25,500	–	–	0.07%	317
2016 Q3	$2M	Hold	25,500	–	–	0.07%	299
2016 Q2	$2.07M	Hold	25,500	–	–	0.07%	263
2016 Q1	$1.9M	Hold	25,500	–	–	0.07%	270
2015 Q4	$1.73M	Hold	25,500	–	–	0.06%	237
2015 Q3	$1.65M	Buy	+25,500	New	+$1.54M	0.06%	171

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zurich Insurance Group's IDA Position: Q4 2020 in Review

Zurich Insurance Group sold out of Idacorp (IDA) in Q4 2020, closing a stake of 25,800 shares — an estimated $2.06M sold.

Zurich Insurance Group first reported a position in IDA in Q3 2015 and held it in 16 quarters. The position peaked at $2.35M in Q2 2018. 341 funds tracked by Wall St. Rank hold IDA as of Q4 2020.

Zurich Insurance Group reported no remaining Idacorp position as of Q4 2020 after selling out during the quarter.
Zurich Insurance Group sold 25,800 Idacorp shares in Q4 2020, an estimated $2.06M.
Zurich Insurance Group first reported a position in Idacorp in Q3 2015 and held it in 16 quarters.
Zurich Insurance Group's Idacorp position peaked at $2.35M in Q2 2018.
341 funds tracked by Wall St. Rank held Idacorp as of Q4 2020.

Based on Zurich Insurance Group's 13F filing for Q4 2020, filed 16 Feb 2021.