Kovitz Investment Group Partners
ALE

Kovitz Investment Group Partners’s Allete ALE Stock Holding History

Kovitz Investment Group 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
Q3 		– Sell
-10,464
Closed -$652K – 1058
2024
Q2 		$652K Sell
10,464
-156
-1% -$9.61K 0.01% 617
2024
Q1 		$633K Buy
+10,620
New +$624K 0.01% 471

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners's ALE Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Allete (ALE) in Q3 2024, closing a stake of 10,464 shares — an estimated $652K sold.

Kovitz Investment Group Partners first reported a position in ALE in Q1 2024 and held it in 2 quarters. The position peaked at $652K in Q2 2024. 330 funds tracked by Wall St. Rank hold ALE as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Allete position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,464 Allete shares in Q3 2024, an estimated $652K.
  • Kovitz Investment Group Partners first reported a position in Allete in Q1 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Allete position peaked at $652K in Q2 2024.
  • 330 funds tracked by Wall St. Rank held Allete as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.