Berman Capital Advisors’s Allete ALE Stock Holding History

Berman Capital Advisors’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
2021 Q3	$49K	Buy	828 +222	+37%	+$15K	0.01%	675
2021 Q2	$42K	Buy	606 +17	+3%	+$1.19K	0.01%	647
2021 Q1	$39K	Buy	589 +453	+333%	+$29.7K	0.01%	570
2020 Q4	$8K	Sell	136 -40	-23%	-$2.27K	﹤0.01%	983
2020 Q3	$9K	Buy	176 +54	+44%	+$3.01K	﹤0.01%	819
2020 Q2	$6K	Sell	122 -48	-28%	-$2.72K	﹤0.01%	916
2020 Q1	$10K	Hold	170	–	–	﹤0.01%	654
2019 Q4	$13K	Buy	170 +1	+0.6%	+$83	﹤0.01%	646
2019 Q3	$14K	Hold	169	–	–	﹤0.01%	608
2019 Q2	$14K	Hold	169	–	–	﹤0.01%	609
2019 Q1	$13K	Buy	169 +151	+839%	+$11.9K	﹤0.01%	569
2018 Q4	$1K	Buy	+18	New	+$1.39K	﹤0.01%	943

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Berman Capital Advisors's ALE Position: Q3 2021 in Review

Berman Capital Advisors increased its Allete (ALE) stake by 37% in Q3 2021, buying an estimated $15K and bringing the position to 828 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #675.

Berman Capital Advisors first reported a position in ALE in Q4 2018 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold ALE as of Q3 2021.

Berman Capital Advisors held 828 shares of Allete worth $49K as of Q3 2021.
Berman Capital Advisors bought 222 Allete shares in Q3 2021, an estimated $15K.
Allete made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #675 holding.
Berman Capital Advisors first reported a position in Allete in Q4 2018 and has held it in 12 quarters since.
268 funds tracked by Wall St. Rank held Allete as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.