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Alera Investment Advisors’s Vale VALE Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$258K Buy
22,087
+4,810
+28% +$51.6K 0.03% 230
2024
Q2 		$193K Buy
+17,277
New +$208K 0.02% 262
2019
Q2 		– Sell
-495
Closed -$6K – 965
2019
Q1 		$6K Sell
495
-154
-24% -$1.99K ﹤0.01% 613
2018
Q4 		$9K Buy
+649
New +$9.28K 0.01% 471

Other funds holding VALE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Alera Investment Advisors's VALE Position: Q3 2024 in Review

Alera Investment Advisors increased its Vale (VALE) stake by 28% in Q3 2024, buying an estimated $51.6K and bringing the position to 22,087 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #230.

Alera Investment Advisors first reported a position in VALE in Q4 2018 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold VALE as of Q3 2024.

  • Alera Investment Advisors held 22,087 shares of Vale worth $258K as of Q3 2024.
  • Alera Investment Advisors bought 4,810 Vale shares in Q3 2024, an estimated $51.6K.
  • Vale made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #230 holding.
  • Alera Investment Advisors first reported a position in Vale in Q4 2018 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held Vale as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.