BTI
ALE

Blue Trust Inc’s Allete ALE Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-121
Closed -$7.54K – 2440
2024
Q3 		$7.54K Buy
121
+98
+426% +$6.24K ﹤0.01% 2292
2024
Q2 		$1.37K Buy
+23
New +$1.42K ﹤0.01% 2507
2024
Q1 		– Sell
-157
Closed -$8K – 2168
2023
Q4 		$8K Buy
+157
New +$8.82K ﹤0.01% 1645
2023
Q3 		– Sell
-18
Closed -$1K – 2010
2023
Q2 		$1K Buy
18
+9
+100% +$556 ﹤0.01% 1786
2023
Q1 		$1K Buy
+9
New +$563 ﹤0.01% 2090

Other funds holding ALE

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Trust Inc's ALE Position: Q4 2024 in Review

Blue Trust Inc sold out of Allete (ALE) in Q4 2024, closing a stake of 121 shares — an estimated $7.54K sold.

Blue Trust Inc first reported a position in ALE in Q1 2023 and held it in 5 quarters. The position peaked at $8K in Q4 2023. 348 funds tracked by Wall St. Rank hold ALE as of Q4 2024.

  • Blue Trust Inc reported no remaining Allete position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 121 Allete shares in Q4 2024, an estimated $7.54K.
  • Blue Trust Inc first reported a position in Allete in Q1 2023 and held it in 5 quarters.
  • Blue Trust Inc's Allete position peaked at $8K in Q4 2023.
  • 348 funds tracked by Wall St. Rank held Allete as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.