Anchor Investment Management’s Vale VALE Stock Holding History

Anchor Investment Management’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
2026 Q1	$3.98K	Hold	250	–	–	﹤0.01%	926
2025 Q4	$3.26K	Hold	250	–	–	﹤0.01%	937
2025 Q3	$2.71K	Hold	250	–	–	﹤0.01%	958
2025 Q2	$2.43K	Hold	250	–	–	﹤0.01%	938
2025 Q1	$2.5K	Hold	250	–	–	﹤0.01%	935
2024 Q4	$2.22K	Hold	250	–	–	﹤0.01%	934
2024 Q3	$2.92K	Hold	250	–	–	﹤0.01%	916
2024 Q2	$2.79K	Hold	250	–	–	﹤0.01%	886
2024 Q1	$3.05K	Hold	250	–	–	﹤0.01%	904
2023 Q4	$3.96K	Hold	250	–	–	﹤0.01%	836
2023 Q3	$3.35K	Hold	250	–	–	﹤0.01%	865
2023 Q2	$3.35K	Hold	250	–	–	﹤0.01%	858
2023 Q1	$3.94K	Hold	250	–	–	﹤0.01%	855
2022 Q4	$4.24K	Hold	250	–	–	﹤0.01%	816
2022 Q3	$3.33K	Hold	250	–	–	﹤0.01%	848
2022 Q2	$3.66K	Hold	250	–	–	﹤0.01%	847
2022 Q1	$5K	Buy	+250	New	+$4.33K	﹤0.01%	844
2021 Q3	–	Sell	-297	Closed	-$6.78K	–	979
2021 Q2	$6.78K	Buy	+297	New	+$6.21K	﹤0.01%	765

Other funds holding VALE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return