Kula Investments’s Allete ALE Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-5,599	Closed	-$361K	–	588
2022 Q4	$361K	Buy	+5,599	New	+$332K	0.11%	316

Other funds holding ALE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Kula Investments's ALE Position: Q1 2023 in Review

Kula Investments sold out of Allete (ALE) in Q1 2023, closing a stake of 5,599 shares — an estimated $361K sold.

Kula Investments first reported a position in ALE in Q4 2022 and held it in 1 quarter. The position peaked at $361K in Q4 2022. 288 funds tracked by Wall St. Rank hold ALE as of Q1 2023.

Kula Investments reported no remaining Allete position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 5,599 Allete shares in Q1 2023, an estimated $361K.
Kula Investments first reported a position in Allete in Q4 2022 and held it in 1 quarter.
Kula Investments's Allete position peaked at $361K in Q4 2022.
288 funds tracked by Wall St. Rank held Allete as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.