Apollon Wealth Management’s Vale VALE Stock Holding History

Apollon Wealth 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	$178K	Buy	+11,201	New	+$175K	﹤0.01%	1326
2024 Q4	–	Sell	-48,637	Closed	-$568K	–	1272
2024 Q3	$568K	Buy	48,637 +16,563	+52%	+$178K	0.02%	663
2024 Q2	$358K	Sell	32,074 -10,215	-24%	-$123K	0.01%	794
2024 Q1	$516K	Sell	42,289 -8,637	-17%	-$117K	0.02%	686
2023 Q4	$808K	Buy	50,926 +25,186	+98%	+$361K	0.03%	521
2023 Q3	$345K	Sell	25,740 -1,463	-5%	-$19.9K	0.02%	657
2023 Q2	$365K	Buy	27,203 +351	+1%	+$4.97K	0.02%	689
2023 Q1	$424K	Sell	26,852 -3,484	-11%	-$59K	0.03%	582
2022 Q4	$515K	Buy	30,336 +11,321	+60%	+$170K	0.04%	508
2022 Q3	$253K	Buy	+19,015	New	+$250K	0.02%	657

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