MAP
ALE

Moody Aldrich Partners’s Allete ALE Stock Holding History

Moody Aldrich 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
-34,451
Closed -$2.15M – 193
2024
Q2 		$2.15M Buy
+34,451
New +$2.12M 0.42% 89
2023
Q4 		– Sell
-90,368
Closed -$4.77M – 197
2023
Q3 		$4.77M Buy
90,368
+3,692
+4% +$208K 0.9% 46
2023
Q2 		$5.02M Sell
86,676
-138
-0.2% -$8.53K 0.98% 34
2023
Q1 		$5.59M Buy
+86,814
New +$5.43M 1.13% 33
2021
Q1 		– Sell
-78,905
Closed -$4.89M – 182
2020
Q4 		$4.89M Sell
78,905
-956
-1% -$54.2K 0.79% 62
2020
Q3 		$4.13M Sell
79,861
-59,540
-43% -$3.32M 0.86% 51
2020
Q2 		$7.61M Buy
139,401
+64,866
+87% +$3.68M 1.62% 10
2020
Q1 		$4.52M Buy
+74,535
New +$5.64M 1.37% 26
2018
Q1 		– Sell
-13,044
Closed -$970K – 88
2017
Q4 		$970K Sell
13,044
-6,471
-33% -$503K 0.79% 61
2017
Q3 		$1.51M Buy
19,515
+2,398
+14% +$180K 1.55% 19
2017
Q2 		$1.23M Buy
17,117
+7,802
+84% +$554K 1.53% 18
2017
Q1 		$631K Sell
9,315
-15,470
-62% -$1.01M 1.08% 43
2016
Q4 		$1.59M Buy
+24,785
New +$1.51M 1.03% 50

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

Moody Aldrich Partners's ALE Position: Q3 2024 in Review

Moody Aldrich Partners sold out of Allete (ALE) in Q3 2024, closing a stake of 34,451 shares — an estimated $2.15M sold.

Moody Aldrich Partners first reported a position in ALE in Q4 2016 and held it in 13 quarters. The position peaked at $7.61M in Q2 2020. 330 funds tracked by Wall St. Rank hold ALE as of Q3 2024.

  • Moody Aldrich Partners reported no remaining Allete position as of Q3 2024 after selling out during the quarter.
  • Moody Aldrich Partners sold 34,451 Allete shares in Q3 2024, an estimated $2.15M.
  • Moody Aldrich Partners first reported a position in Allete in Q4 2016 and held it in 13 quarters.
  • Moody Aldrich Partners's Allete position peaked at $7.61M in Q2 2020.
  • 330 funds tracked by Wall St. Rank held Allete as of Q3 2024.

Based on Moody Aldrich Partners's 13F filing for Q3 2024, filed 22 Oct 2024.