SSC
ALE

Syverson Strege & Co’s Allete ALE Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-10
Closed -$641 – 81
2023
Q1 		$641 Hold
10
– – ﹤0.01% 625
2022
Q4 		$635 Hold
10
– – ﹤0.01% 288
2022
Q3 		$0 Hold
10
– – ﹤0.01% 283
2022
Q2 		$1K Hold
10
– – ﹤0.01% 304
2022
Q1 		$1K Buy
10
+1
+11% +$64 ﹤0.01% 279
2021
Q4 		$1K Hold
9
– – ﹤0.01% 278
2021
Q3 		$1K Hold
9
– – ﹤0.01% 422
2021
Q2 		$1K Hold
9
– – ﹤0.01% 253
2021
Q1 		$1K Hold
9
– – ﹤0.01% 246
2020
Q4 		$1K Buy
+9
New +$510 ﹤0.01% 226

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syverson Strege & Co's ALE Position: Q2 2023 in Review

Syverson Strege & Co sold out of Allete (ALE) in Q2 2023, closing a stake of 10 shares — an estimated $641 sold.

Syverson Strege & Co first reported a position in ALE in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q2 2022. 311 funds tracked by Wall St. Rank hold ALE as of Q2 2023.

  • Syverson Strege & Co reported no remaining Allete position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 10 Allete shares in Q2 2023, an estimated $641.
  • Syverson Strege & Co first reported a position in Allete in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Allete position peaked at $1K in Q2 2022.
  • 311 funds tracked by Wall St. Rank held Allete as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.