Universal-Beteiligungs- und Servicegesellschaft
ALE

Universal-Beteiligungs- und Servicegesellschaft’s Allete ALE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2025
Q3 		– Sell
-15,622
Closed -$1M – 2090
2025
Q2 		$1M Sell
15,622
-37,718
-71% -$2.45M ﹤0.01% 1487
2025
Q1 		$3.5M Buy
+53,340
New +$3.49M 0.01% 939

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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's ALE Position: Q3 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Allete (ALE) in Q3 2025, closing a stake of 15,622 shares — an estimated $1M sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in ALE in Q1 2025 and held it in 2 quarters. The position peaked at $3.5M in Q1 2025. 353 funds tracked by Wall St. Rank hold ALE as of Q3 2025.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Allete position as of Q3 2025 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 15,622 Allete shares in Q3 2025, an estimated $1M.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Allete in Q1 2025 and held it in 2 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's Allete position peaked at $3.5M in Q1 2025.
  • 353 funds tracked by Wall St. Rank held Allete as of Q3 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q3 2025, filed 30 Oct 2025.