HEIP
ALE

Hudson Edge Investment Partners’s Allete ALE Stock Holding History

Hudson Edge Investment Partners’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
2024
Q2 		– Sell
-6,238
Closed -$372K – 193
2024
Q1 		$372K Hold
6,238
– – 0.07% 124
2023
Q4 		$382K Sell
6,238
-206
-3% -$11.6K 0.09% 113
2023
Q3 		$340K Hold
6,444
– – 0.11% 109
2023
Q2 		$374K Sell
6,444
-1,156
-15% -$71.4K 0.12% 102
2023
Q1 		$489K Sell
7,600
-126
-2% -$7.88K 0.15% 102
2022
Q4 		$498K Sell
7,726
-59
-0.8% -$3.5K 0.17% 108
2022
Q3 		$390K Sell
7,785
-297
-4% -$17.7K 0.15% 127
2022
Q2 		$475K Sell
8,082
-155
-2% -$9.47K 0.17% 113
2022
Q1 		$552K Buy
8,237
+1,395
+20% +$89.7K 0.17% 115
2021
Q4 		$454K Sell
6,842
-1,607
-19% -$101K 0.14% 125
2021
Q3 		$503K Hold
8,449
– – 0.17% 122
2021
Q2 		$591K Buy
8,449
+1,865
+28% +$130K 0.19% 111
2021
Q1 		$442K Sell
6,584
-519
-7% -$34K 0.15% 113
2020
Q4 		$440K Sell
7,103
-175
-2% -$9.92K 0.16% 117
2020
Q3 		$377K Buy
7,278
+1,928
+36% +$107K 0.15% 126
2020
Q2 		$292K Sell
5,350
-115
-2% -$6.52K 0.09% 122
2020
Q1 		$332K Sell
5,465
-847
-13% -$64K 0.13% 101
2019
Q4 		$512K Buy
6,312
+1,322
+26% +$109K 0.13% 116
2019
Q3 		$436K Hold
4,990
– – 0.12% 112
2019
Q2 		$415K Buy
4,990
+819
+20% +$67.4K 0.12% 111
2019
Q1 		$343K Sell
4,171
-1,765
-30% -$139K 0.1% 107
2018
Q4 		$452K Sell
5,936
-103
-2% -$7.97K 0.14% 97
2018
Q3 		$453K Sell
6,039
-210
-3% -$16.1K 0.08% 126
2018
Q2 		$484K Buy
6,249
+1,010
+19% +$75.6K 0.09% 116
2018
Q1 		$379K Sell
5,239
-46
-0.9% -$3.25K 0.06% 123
2017
Q4 		$393K Buy
+5,285
New +$411K 0.05% 127

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hudson Edge Investment Partners's ALE Position: Q2 2024 in Review

Hudson Edge Investment Partners sold out of Allete (ALE) in Q2 2024, closing a stake of 6,238 shares — an estimated $372K sold.

Hudson Edge Investment Partners first reported a position in ALE in Q4 2017 and held it in 26 quarters. The position peaked at $591K in Q2 2021. 333 funds tracked by Wall St. Rank hold ALE as of Q2 2024.

  • Hudson Edge Investment Partners reported no remaining Allete position as of Q2 2024 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 6,238 Allete shares in Q2 2024, an estimated $372K.
  • Hudson Edge Investment Partners first reported a position in Allete in Q4 2017 and held it in 26 quarters.
  • Hudson Edge Investment Partners's Allete position peaked at $591K in Q2 2021.
  • 333 funds tracked by Wall St. Rank held Allete as of Q2 2024.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2024, filed 6 Aug 2024.