JFGIW
ALE

Johnson Financial Group Inc (Wisconsin)’s Allete ALE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-581
Closed -$34.7K – 826
2024
Q1 		$34.7K Buy
+581
New +$34.1K ﹤0.01% 457

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

Johnson Financial Group Inc (Wisconsin)'s ALE Position: Q2 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Allete (ALE) in Q2 2024, closing a stake of 581 shares — an estimated $34.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in ALE in Q1 2024 and held it in 1 quarter. The position peaked at $34.7K in Q1 2024. 333 funds tracked by Wall St. Rank hold ALE as of Q2 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Allete position as of Q2 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 581 Allete shares in Q2 2024, an estimated $34.7K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Allete in Q1 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Allete position peaked at $34.7K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Allete as of Q2 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2024, filed 14 Aug 2024.