BAAM
VALE icon

Baker Avenue Asset Management’s Vale VALE Stock Holding History

Baker Avenue Asset 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 		– Sell
-10,200
Closed -$133K – 786
2025
Q4 		$133K Hold
10,200
– – ﹤0.01% 619
2025
Q3 		$111K Hold
10,200
– – ﹤0.01% 608
2025
Q2 		$99K Hold
10,200
– – ﹤0.01% 483
2025
Q1 		$102K Hold
10,200
– – ﹤0.01% 450
2024
Q4 		$90.5K Sell
10,200
-100
-1% -$1.02K ﹤0.01% 417
2024
Q3 		$120K Sell
10,300
-845
-8% -$9.06K ﹤0.01% 415
2024
Q2 		$124K Hold
11,145
– – ﹤0.01% 359
2024
Q1 		$136K Hold
11,145
– – 0.01% 350
2023
Q4 		$177K Hold
11,145
– – 0.01% 341
2023
Q3 		$149K Hold
11,145
– – 0.01% 372
2023
Q2 		$150K Hold
11,145
– – 0.01% 369
2023
Q1 		$176K Buy
11,145
+10,200
+1,079% +$173K 0.01% 352
2022
Q4 		$16K Buy
+945
New +$14.2K ﹤0.01% 651
2019
Q1 		– Sell
-108,956
Closed -$1.44M – 273
2018
Q4 		$1.44M Sell
108,956
-13,009
-11% -$186K 0.14% 108
2018
Q3 		$1.81M Sell
121,965
-1,272
-1% -$17.2K 0.15% 104
2018
Q2 		$1.58M Buy
123,237
+77
+0.1% +$1.05K 0.14% 111
2018
Q1 		$1.57M Buy
123,160
+53,418
+77% +$703K 0.14% 106
2017
Q4 		$849K Buy
+69,742
New +$740K 0.08% 167

Other funds holding VALE

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