CIM
ALE

Contravisory Investment Management’s Allete ALE Stock Holding History

Contravisory Investment Management’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
Q3 		– Sell
-4,522
Closed -$262K – 323
2023
Q2 		$262K Hold
4,522
– – 0.07% 180
2023
Q1 		$291K Buy
4,522
+321
+8% +$20.1K 0.08% 162
2022
Q4 		$271K Buy
4,201
+524
+14% +$31.1K 0.08% 167
2022
Q3 		$184K Hold
3,677
– – 0.06% 183
2022
Q2 		$216K Buy
3,677
+3,601
+4,738% +$220K 0.07% 176
2022
Q1 		$5K Buy
+76
New +$4.89K ﹤0.01% 281

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Contravisory Investment Management's ALE Position: Q3 2023 in Review

Contravisory Investment Management sold out of Allete (ALE) in Q3 2023, closing a stake of 4,522 shares — an estimated $262K sold.

Contravisory Investment Management first reported a position in ALE in Q1 2022 and held it in 6 quarters. The position peaked at $291K in Q1 2023. 306 funds tracked by Wall St. Rank hold ALE as of Q3 2023.

  • Contravisory Investment Management reported no remaining Allete position as of Q3 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 4,522 Allete shares in Q3 2023, an estimated $262K.
  • Contravisory Investment Management first reported a position in Allete in Q1 2022 and held it in 6 quarters.
  • Contravisory Investment Management's Allete position peaked at $291K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held Allete as of Q3 2023.

Based on Contravisory Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.