WCM
ALE

Wedge Capital Management’s Allete ALE Stock Holding History

Wedge 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
2024
Q2 		– Sell
-31,850
Closed -$1.9M – 483
2024
Q1 		$1.9M Buy
31,850
+12,533
+65% +$736K 0.03% 329
2023
Q4 		$1.18M Buy
19,317
+2,175
+13% +$122K 0.02% 343
2023
Q3 		$905K Buy
+17,142
New +$965K 0.02% 360
2022
Q3 		– Sell
-3,828
Closed -$225K – 404
2022
Q2 		$225K Sell
3,828
-510
-12% -$31.2K ﹤0.01% 381
2022
Q1 		$291K Buy
4,338
+833
+24% +$53.6K ﹤0.01% 362
2021
Q4 		$233K Buy
+3,505
New +$220K ﹤0.01% 376

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wedge Capital Management's ALE Position: Q2 2024 in Review

Wedge Capital Management sold out of Allete (ALE) in Q2 2024, closing a stake of 31,850 shares — an estimated $1.9M sold.

Wedge Capital Management first reported a position in ALE in Q4 2021 and held it in 6 quarters. The position peaked at $1.9M in Q1 2024. 333 funds tracked by Wall St. Rank hold ALE as of Q2 2024.

  • Wedge Capital Management reported no remaining Allete position as of Q2 2024 after selling out during the quarter.
  • Wedge Capital Management sold 31,850 Allete shares in Q2 2024, an estimated $1.9M.
  • Wedge Capital Management first reported a position in Allete in Q4 2021 and held it in 6 quarters.
  • Wedge Capital Management's Allete position peaked at $1.9M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Allete as of Q2 2024.

Based on Wedge Capital Management's 13F filing for Q2 2024, filed 17 Jul 2024.