Atomi Financial Group’s Vale VALE Stock Holding History

Atomi Financial Group’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	$1.69M	Buy	105,911 +9,259	+10%	+$145K	0.05%	280
2025 Q4	$1.26M	Buy	96,652 +20,319	+27%	+$247K	0.04%	340
2025 Q3	$829K	Buy	76,333 +25,499	+50%	+$260K	0.03%	450
2025 Q2	$494K	Sell	50,834 -21,003	-29%	-$198K	0.02%	604
2025 Q1	$717K	Buy	71,837 +48,643	+210%	+$460K	0.03%	395
2024 Q4	$206K	Sell	23,194 -5,730	-20%	-$58.3K	0.01%	908
2024 Q3	$338K	Sell	28,924 -7,035	-20%	-$75.4K	0.02%	616
2024 Q2	$402K	Buy	35,959 +11,417	+47%	+$137K	0.03%	458
2024 Q1	$299K	Sell	24,542 -23,566	-49%	-$318K	0.03%	540
2023 Q4	$763K	Buy	+48,108	New	+$690K	0.11%	175

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