GKIM
ALE

GW&K Investment Management’s Allete ALE Stock Holding History

GW&K 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
2020
Q4 		– Sell
-4,758
Closed -$246K – 377
2020
Q3 		$246K Sell
4,758
-177
-4% -$9.87K ﹤0.01% 311
2020
Q2 		$270K Sell
4,935
-30
-0.6% -$1.7K ﹤0.01% 305
2020
Q1 		$301K Sell
4,965
-473
-9% -$35.8K 0.01% 288
2019
Q4 		$441K Sell
5,438
-327
-6% -$27.1K 0.01% 299
2019
Q3 		$504K Sell
5,765
-4
-0.1% -$344 0.01% 281
2019
Q2 		$480K Sell
5,769
-734
-11% -$60.4K 0.01% 295
2019
Q1 		$535K Buy
6,503
+17
+0.3% +$1.34K 0.01% 253
2018
Q4 		$494K Buy
6,486
+48
+0.7% +$3.71K 0.01% 232
2018
Q3 		$483K Buy
6,438
+137
+2% +$10.5K 0.01% 236
2018
Q2 		$488K Buy
6,301
+425
+7% +$31.8K 0.01% 242
2018
Q1 		$425K Buy
5,876
+1,678
+40% +$118K 0.01% 239
2017
Q4 		$312K Buy
4,198
+470
+13% +$36.6K 0.01% 232
2017
Q3 		$288K Buy
3,728
+97
+3% +$7.26K ﹤0.01% 228
2017
Q2 		$260K Buy
+3,631
New +$258K ﹤0.01% 226

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

GW&K Investment Management's ALE Position: Q4 2020 in Review

GW&K Investment Management sold out of Allete (ALE) in Q4 2020, closing a stake of 4,758 shares — an estimated $246K sold.

GW&K Investment Management first reported a position in ALE in Q2 2017 and held it in 14 quarters. The position peaked at $535K in Q1 2019. 267 funds tracked by Wall St. Rank hold ALE as of Q4 2020.

  • GW&K Investment Management reported no remaining Allete position as of Q4 2020 after selling out during the quarter.
  • GW&K Investment Management sold 4,758 Allete shares in Q4 2020, an estimated $246K.
  • GW&K Investment Management first reported a position in Allete in Q2 2017 and held it in 14 quarters.
  • GW&K Investment Management's Allete position peaked at $535K in Q1 2019.
  • 267 funds tracked by Wall St. Rank held Allete as of Q4 2020.

Based on GW&K Investment Management's 13F filing for Q4 2020, filed 5 Feb 2021.