Bank Julius Baer & Co
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Bank Julius Baer & Co’s Vale VALE Stock Holding History

Bank Julius Baer & Co’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
Q2 		– Sell
-14,415
Closed -$144K – 636
2025
Q1 		$144K Buy
14,415
+14,198
+6,543% +$134K ﹤0.01% 446
2024
Q4 		$2.13K Buy
+217
New +$2.21K ﹤0.01% 622
2022
Q1 		– Sell
-16,400
Closed -$230K – 800
2021
Q4 		$230K Buy
16,400
+11,460
+232% +$152K ﹤0.01% 520
2021
Q3 		$69K Sell
4,940
-14
-0.3% -$275 ﹤0.01% 653
2021
Q2 		$113K Buy
+4,954
New +$104K ﹤0.01% 626

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank Julius Baer & Co's VALE Position: Q2 2025 in Review

Bank Julius Baer & Co sold out of Vale (VALE) in Q2 2025, closing a stake of 14,415 shares — an estimated $144K sold.

Bank Julius Baer & Co first reported a position in VALE in Q2 2021 and held it in 5 quarters. The position peaked at $230K in Q4 2021. 474 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

  • Bank Julius Baer & Co reported no remaining Vale position as of Q2 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 14,415 Vale shares in Q2 2025, an estimated $144K.
  • Bank Julius Baer & Co first reported a position in Vale in Q2 2021 and held it in 5 quarters.
  • Bank Julius Baer & Co's Vale position peaked at $230K in Q4 2021.
  • 474 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on Bank Julius Baer & Co's 13F filing for Q2 2025, filed 12 Aug 2025.