JG
ALE

Joel Greenblatt’s Allete ALE Stock Holding History

Joel Greenblatt’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
Q4 		– Sell
-10,477
Closed -$673K – 1424
2024
Q3 		$673K Sell
10,477
-8,479
-45% -$540K 0.01% 1019
2024
Q2 		$1.18M Sell
18,956
-13,496
-42% -$831K 0.02% 837
2024
Q1 		$1.94M Sell
32,452
-15,229
-32% -$894K 0.03% 659
2023
Q4 		$2.92M Buy
47,681
+5,235
+12% +$294K 0.05% 472
2023
Q3 		$2.24M Buy
42,446
+21,528
+103% +$1.21M 0.05% 517
2023
Q2 		$1.21M Buy
+20,918
New +$1.29M 0.03% 710

Other funds holding ALE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Joel Greenblatt's ALE Position: Q4 2024 in Review

Joel Greenblatt sold out of Allete (ALE) in Q4 2024, closing a stake of 10,477 shares — an estimated $673K sold.

Joel Greenblatt first reported a position in ALE in Q2 2023 and held it in 6 quarters. The position peaked at $2.92M in Q4 2023. 348 funds tracked by Wall St. Rank hold ALE as of Q4 2024.

  • Joel Greenblatt reported no remaining Allete position as of Q4 2024 after selling out during the quarter.
  • Joel Greenblatt sold 10,477 Allete shares in Q4 2024, an estimated $673K.
  • Joel Greenblatt first reported a position in Allete in Q2 2023 and held it in 6 quarters.
  • Joel Greenblatt's Allete position peaked at $2.92M in Q4 2023.
  • 348 funds tracked by Wall St. Rank held Allete as of Q4 2024.

Based on Gotham Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.