Advisory Research’s Allete ALE Stock Holding History

Advisory Research’s Portfolio ALE Stock Details ALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,361	Closed	-$731K	–	439
2023 Q1	$731K	Buy	+11,361	New	+$710K	0.12%	202

Other funds holding ALE

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Research's ALE Position: Q2 2023 in Review

Advisory Research sold out of Allete (ALE) in Q2 2023, closing a stake of 11,361 shares — an estimated $731K sold.

Advisory Research first reported a position in ALE in Q1 2023 and held it in 1 quarter. The position peaked at $731K in Q1 2023. 311 funds tracked by Wall St. Rank hold ALE as of Q2 2023.

Advisory Research reported no remaining Allete position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 11,361 Allete shares in Q2 2023, an estimated $731K.
Advisory Research first reported a position in Allete in Q1 2023 and held it in 1 quarter.
Advisory Research's Allete position peaked at $731K in Q1 2023.
311 funds tracked by Wall St. Rank held Allete as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.