JIM
ALE

Jupiter Investment Management’s Allete ALE Stock Holding History

Jupiter 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
2018
Q3 		– Sell
-9,514
Closed -$736K – 361
2018
Q2 		$736K Sell
9,514
-24,246
-72% -$1.82M 0.01% 307
2018
Q1 		$2.44M Buy
+33,760
New +$2.38M 0.02% 229
2014
Q2 		– Sell
-3,030
Closed -$158K – 328
2014
Q1 		$158K Buy
+3,030
New +$152K 0.01% 300

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Investment Management's ALE Position: Q3 2018 in Review

Jupiter Investment Management sold out of Allete (ALE) in Q3 2018, closing a stake of 9,514 shares — an estimated $736K sold.

Jupiter Investment Management first reported a position in ALE in Q1 2014 and held it in 3 quarters. The position peaked at $2.44M in Q1 2018. 302 funds tracked by Wall St. Rank hold ALE as of Q3 2018.

  • Jupiter Investment Management reported no remaining Allete position as of Q3 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 9,514 Allete shares in Q3 2018, an estimated $736K.
  • Jupiter Investment Management first reported a position in Allete in Q1 2014 and held it in 3 quarters.
  • Jupiter Investment Management's Allete position peaked at $2.44M in Q1 2018.
  • 302 funds tracked by Wall St. Rank held Allete as of Q3 2018.

Based on Jupiter Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.