EWM
ALE

Evercore Wealth Management’s Allete ALE Stock Holding History

Evercore Wealth 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
2020
Q1 		– Sell
-2,765
Closed -$224K – 361
2019
Q4 		$224K Sell
2,765
-34
-1% -$2.81K 0.01% 372
2019
Q3 		$245K Sell
2,799
-89
-3% -$7.66K 0.01% 362
2019
Q2 		$240K Buy
2,888
+170
+6% +$14K 0.01% 367
2019
Q1 		$224K Hold
2,718
– – 0.01% 374
2018
Q4 		$207K Sell
2,718
-32
-1% -$2.48K 0.01% 357
2018
Q3 		$206K Buy
2,750
+50
+2% +$3.84K 0.01% 402
2018
Q2 		$209K Buy
+2,700
New +$202K 0.01% 387
2016
Q4 		– Sell
-3,500
Closed -$209K – 1013
2016
Q3 		$209K Buy
+3,500
New +$216K 0.01% 365

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evercore Wealth Management's ALE Position: Q1 2020 in Review

Evercore Wealth Management sold out of Allete (ALE) in Q1 2020, closing a stake of 2,765 shares — an estimated $224K sold.

Evercore Wealth Management first reported a position in ALE in Q3 2016 and held it in 8 quarters. The position peaked at $245K in Q3 2019. 284 funds tracked by Wall St. Rank hold ALE as of Q1 2020.

  • Evercore Wealth Management reported no remaining Allete position as of Q1 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 2,765 Allete shares in Q1 2020, an estimated $224K.
  • Evercore Wealth Management first reported a position in Allete in Q3 2016 and held it in 8 quarters.
  • Evercore Wealth Management's Allete position peaked at $245K in Q3 2019.
  • 284 funds tracked by Wall St. Rank held Allete as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.