FAM
ALE

Fulcrum Asset Management’s Allete ALE Stock Holding History

Fulcrum Asset 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
Q4 		– Hold
0
– – – 46
2020
Q3 		– Sell
-36,750
Closed -$2.14M – 128
2020
Q2 		$2.14M Buy
+36,750
New +$2.08M 0.72% 46

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fulcrum Asset Management's ALE Position: Q4 2020 in Review

Fulcrum Asset Management held its Allete (ALE) position steady in Q4 2020 at 0 shares worth $2.14M. The position accounts for 0.72% of the portfolio, ranked #46.

Fulcrum Asset Management first reported a position in ALE in Q2 2020 and has held it in 1 quarter since. The position peaked at $2.14M in Q2 2020. 267 funds tracked by Wall St. Rank hold ALE as of Q4 2020.

  • Fulcrum Asset Management held 0 shares of Allete worth $2.14M as of Q4 2020.
  • Fulcrum Asset Management left its Allete share count unchanged in Q4 2020.
  • Allete made up 0.72% of Fulcrum Asset Management's portfolio in Q4 2020, its #46 holding.
  • Fulcrum Asset Management first reported a position in Allete in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's Allete position peaked at $2.14M in Q2 2020.
  • 267 funds tracked by Wall St. Rank held Allete as of Q4 2020.

Based on Fulcrum Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.