Safeguard Financial’s Allete ALE Stock Holding History

Safeguard Financial’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
2022 Q2	–	Sell	-3,138	Closed	-$210K	–	44
2022 Q1	$210K	Buy	+3,138	New	+$202K	0.31%	47

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

AIP

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Safeguard Financial's ALE Position: Q2 2022 in Review

Safeguard Financial sold out of Allete (ALE) in Q2 2022, closing a stake of 3,138 shares — an estimated $210K sold.

Safeguard Financial first reported a position in ALE in Q1 2022 and held it in 1 quarter. The position peaked at $210K in Q1 2022. 298 funds tracked by Wall St. Rank hold ALE as of Q2 2022.

Safeguard Financial reported no remaining Allete position as of Q2 2022 after selling out during the quarter.
Safeguard Financial sold 3,138 Allete shares in Q2 2022, an estimated $210K.
Safeguard Financial first reported a position in Allete in Q1 2022 and held it in 1 quarter.
Safeguard Financial's Allete position peaked at $210K in Q1 2022.
298 funds tracked by Wall St. Rank held Allete as of Q2 2022.

Based on Safeguard Financial's 13F filing for Q2 2022, filed 3 Aug 2022.