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Annis Gardner Whiting Capital Advisors’s Vale VALE Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q3 		– Sell
-854
Closed -$8.29K – 1425
2025
Q2 		$8.29K Buy
+854
New +$8.04K ﹤0.01% 766
2024
Q3 		– Sell
-1,511
Closed -$16.9K – 945
2024
Q2 		$16.9K Hold
1,511
– – ﹤0.01% 595
2024
Q1 		$18.4K Buy
+1,511
New +$20.4K 0.01% 568

Other funds holding VALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's VALE Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Vale (VALE) in Q3 2025, closing a stake of 854 shares — an estimated $8.29K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VALE in Q1 2024 and held it in 3 quarters. The position peaked at $18.4K in Q1 2024. 489 funds tracked by Wall St. Rank hold VALE as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Vale position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 854 Vale shares in Q3 2025, an estimated $8.29K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Vale in Q1 2024 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Vale position peaked at $18.4K in Q1 2024.
  • 489 funds tracked by Wall St. Rank held Vale as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.