Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-52,026
Closed -$565K 1085
2025
Q3
$565K Sell
52,026
-3,200
-6% -$32.7K ﹤0.01% 643
2025
Q2
$536K Buy
55,226
+3,026
+6% +$28.5K ﹤0.01% 618
2025
Q1
$521K Sell
52,200
-4,100
-7% -$38.7K ﹤0.01% 586
2024
Q4
$499K Buy
+56,300
New +$573K ﹤0.01% 603
2016
Q1
Sell
-35,629
Closed -$117K 760
2015
Q4
$117K Sell
35,629
-8,818
-20% -$35.2K ﹤0.01% 678
2015
Q3
$1.87K Sell
44,447
-866
-2% -$4.42K ﹤0.01% 659
2015
Q2
$267K Sell
45,313
-7,227
-14% -$48.4K ﹤0.01% 663
2015
Q1
$297K Sell
52,540
-10,088
-16% -$73.2K ﹤0.01% 625
2014
Q4
$512K Sell
62,628
-1,146
-2% -$10.7K ﹤0.01% 456
2014
Q3
$702K Sell
63,774
-4,336
-6% -$57.9K 0.01% 177
2014
Q2
$901K Sell
68,110
-2,225
-3% -$30K 0.01% 151
2014
Q1
$973K Buy
70,335
+4,100
+6% +$56K 0.01% 140
2013
Q4
$901K Sell
66,235
-12
-0% -$187 0.01% 136
2013
Q3
$1.03M Sell
66,247
-9,078
-12% -$134K 0.01% 128
2013
Q2
$991K Buy
+75,325
New +$1.18M 0.01% 119

Other funds holding VALE