Advisory Research’s Vale VALE Stock Holding History

Advisory Research’s Portfolio VALE Stock Details VALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-179,297	Closed	-$2.06M	–	348
2019 Q3	$2.06M	Hold	179,297	–	–	0.1%	119
2019 Q2	$2.41M	Hold	179,297	–	–	0.05%	176
2019 Q1	$2.34M	Hold	179,297	–	–	0.05%	166
2018 Q4	$2.37M	Sell	179,297 -2,316	-1%	-$33.1K	0.05%	173
2018 Q3	$2.69M	Hold	181,613	–	–	0.04%	174
2018 Q2	$2.33M	Buy	181,613 +36,438	+25%	+$498K	0.04%	199
2018 Q1	$1.85M	Buy	145,175 +50,824	+54%	+$669K	0.03%	218
2017 Q4	$1.15M	Buy	+94,351	New	+$1M	0.02%	265

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Advisory Research's VALE Position: Q4 2019 in Review

Advisory Research sold out of Vale (VALE) in Q4 2019, closing a stake of 179,297 shares — an estimated $2.06M sold.

Advisory Research first reported a position in VALE in Q4 2017 and held it in 8 quarters. The position peaked at $2.69M in Q3 2018. 301 funds tracked by Wall St. Rank hold VALE as of Q4 2019.

Advisory Research reported no remaining Vale position as of Q4 2019 after selling out during the quarter.
Advisory Research sold 179,297 Vale shares in Q4 2019, an estimated $2.06M.
Advisory Research first reported a position in Vale in Q4 2017 and held it in 8 quarters.
Advisory Research's Vale position peaked at $2.69M in Q3 2018.
301 funds tracked by Wall St. Rank held Vale as of Q4 2019.

Based on Advisory Research's 13F filing for Q4 2019, filed 11 Feb 2020.