BA
ALE

Bridgewater Associates’s Allete ALE Stock Holding History

Bridgewater Associates’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
Q1 		– Sell
-13,267
Closed -$856K – 718
2022
Q4 		$856K Buy
13,267
+4,313
+48% +$256K ﹤0.01% 660
2022
Q3 		$448K Sell
8,954
-344
-4% -$20.5K ﹤0.01% 786
2022
Q2 		$547K Buy
9,298
+2,826
+44% +$173K ﹤0.01% 886
2022
Q1 		$433K Buy
+6,472
New +$416K ﹤0.01% 909

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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

Bridgewater Associates's ALE Position: Q1 2023 in Review

Bridgewater Associates sold out of Allete (ALE) in Q1 2023, closing a stake of 13,267 shares — an estimated $856K sold.

Bridgewater Associates first reported a position in ALE in Q1 2022 and held it in 4 quarters. The position peaked at $856K in Q4 2022. 288 funds tracked by Wall St. Rank hold ALE as of Q1 2023.

  • Bridgewater Associates reported no remaining Allete position as of Q1 2023 after selling out during the quarter.
  • Bridgewater Associates sold 13,267 Allete shares in Q1 2023, an estimated $856K.
  • Bridgewater Associates first reported a position in Allete in Q1 2022 and held it in 4 quarters.
  • Bridgewater Associates's Allete position peaked at $856K in Q4 2022.
  • 288 funds tracked by Wall St. Rank held Allete as of Q1 2023.

Based on Bridgewater Associates's 13F filing for Q1 2023, filed 12 May 2023.