NICM
ALE

Neo Ivy Capital Management’s Allete ALE Stock Holding History

Neo Ivy Capital 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
2023
Q4 		$236K Buy
+3,861
New +$217K 0.53% 53

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neo Ivy Capital Management's ALE Position: Q4 2023 in Review

Neo Ivy Capital Management opened a new position in Allete (ALE) in Q4 2023: 3,861 shares worth $236K. The stake represents 0.53% of the portfolio and ranks #53 among its holdings.

320 funds tracked by Wall St. Rank hold ALE as of Q4 2023.

  • Neo Ivy Capital Management held 3,861 shares of Allete worth $236K as of Q4 2023.
  • Allete was a new Neo Ivy Capital Management position in Q4 2023.
  • Allete made up 0.53% of Neo Ivy Capital Management's portfolio in Q4 2023, its #53 holding.
  • 320 funds tracked by Wall St. Rank held Allete as of Q4 2023.

Based on Neo Ivy Capital Management's 13F filing for Q4 2023, filed 26 Feb 2024.