Winch Advisory Services’s Allete ALE Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-29	Closed	-$1.79K	–	462
2024 Q2	$1.79K	Buy	29 +1	+4%	+$62	﹤0.01%	380
2024 Q1	$1.7K	Hold	28	–	–	﹤0.01%	379
2023 Q4	$1.72K	Hold	28	–	–	﹤0.01%	369
2023 Q3	$1K	Buy	28 +1	+4%	+$56	﹤0.01%	379
2023 Q2	$2K	Hold	27	–	–	﹤0.01%	349
2023 Q1	$2K	Hold	27	–	–	﹤0.01%	344
2022 Q4	$2K	Hold	27	–	–	﹤0.01%	327
2022 Q3	$1K	Buy	27 +1	+4%	+$59	﹤0.01%	348
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	338
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	368
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	388
2021 Q3	$2K	Buy	26 +1	+4%	+$68	﹤0.01%	398
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	409
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	376
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	359
2020 Q3	$1K	Buy	25 +1	+4%	+$56	﹤0.01%	350
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	350
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	302
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	311
2019 Q3	$2K	Buy	24 +1	+4%	+$86	﹤0.01%	286
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	338
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	312
2018 Q4	$2K	Buy	+23	New	+$1.78K	﹤0.01%	283
2014 Q2	–	Sell	-23	Closed	-$1K	–	265
2014 Q1	$1K	Buy	+23	New	+$1.15K	﹤0.01%	262

Other funds holding ALE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winch Advisory Services's ALE Position: Q3 2024 in Review

Winch Advisory Services sold out of Allete (ALE) in Q3 2024, closing a stake of 29 shares — an estimated $1.79K sold.

Winch Advisory Services first reported a position in ALE in Q1 2014 and held it in 24 quarters. The position peaked at $2K in Q2 2023. 330 funds tracked by Wall St. Rank hold ALE as of Q3 2024.

Winch Advisory Services reported no remaining Allete position as of Q3 2024 after selling out during the quarter.
Winch Advisory Services sold 29 Allete shares in Q3 2024, an estimated $1.79K.
Winch Advisory Services first reported a position in Allete in Q1 2014 and held it in 24 quarters.
Winch Advisory Services's Allete position peaked at $2K in Q2 2023.
330 funds tracked by Wall St. Rank held Allete as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.